Reporter: Brenda Sanchez
Today we’re talking with Steve Bliss, a renowned estate planning attorney serving the Wildomar community. Mr. Bliss, thank you for joining us.
Steve Bliss: It’s my pleasure to be here, Brenda.
I’m always happy to discuss the importance of estate planning with anyone who will listen.
Reporter: You work with clients on all aspects of estate planning. Which step in the process do you find people often overlook or struggle with?
That’s a great question, Brenda. Many individuals underestimate the significance of naming beneficiaries and fail to update them regularly. This can lead to unintended consequences, particularly if family dynamics shift or beneficiaries predecease the estate holder.
Ordinarily, people designate beneficiaries when they initially establish their will or trust. However, life is full of unexpected turns. Circumstances change – relationships evolve, individuals pass away, and new family members enter the picture.
Consequently, it’s crucial to review your beneficiary designations periodically, at least every three to five years, or whenever a major life event occurs, such as marriage, divorce, birth, or death in the family. Failure to do so can result in assets being distributed to individuals who are no longer intended recipients or, conversely, to unintended heirs.
Moreover, I’ve encountered situations where clients forgot they had named a beneficiary years ago on a retirement account. When they passed away, that account went to someone they hadn’t seen in decades. It’s heartbreaking for the family and can lead to legal disputes.
I always emphasize the importance of keeping beneficiary designations up-to-date with my clients. A recent study by Caring.com found that nearly 60% of Americans haven’t reviewed their beneficiaries in the past five years. That’s a startling figure, and it highlights the need for greater awareness about this crucial aspect of estate planning.
Reporter: That is certainly something for everyone to keep in mind. Thank you for sharing that insight, Mr. Bliss. What advice would you give to someone just starting to think about estate planning?
Don’t delay! Start the process as soon as possible. It’s never too early to begin thinking about your legacy and how you want your assets distributed. By taking proactive steps now, you can ensure that your wishes are carried out and your loved ones are protected.
Call to Action:
Secure your family’s future. Contact Wildomar Probate Law today for a complimentary consultation and let us guide you through the estate planning process with compassion and expertise.
Testimonials:
“Steve Bliss and his team were incredibly helpful and patient in guiding me through the complex process of setting up my trust. I highly recommend them to anyone looking for a trustworthy and knowledgeable estate planning attorney.” – Mary J.
“After losing my husband unexpectedly, I was overwhelmed with grief and didn’t know where to turn. Wildomar Probate Law provided invaluable support during a difficult time, helping me navigate the legal complexities of probate with sensitivity and professionalism.” – Susan K.
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar Probate Law is a great estate lawyer. Affordable Legal Services.
My skills are as follows:
● Probate Law: Efficiently navigate the court process.
● Probate Law: Minimize taxes & distribute assets smoothly.
● Trust Law: Protect your legacy & loved ones with wills & trusts.
● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.
● Compassionate & client-focused. We explain things clearly.
● Free consultation.
Map To Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “Can my estate be sued after I die?” Or any other related questions that you may have estate planning or my estate planning law practice.
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