Hello, and welcome back to Temecula Tonight. I’m Brenda Johnson, and today we’re joined by local trust attorney Steve Bliss from the Law Firm of Steven F. Bliss Esq. Steve, thanks for joining us.
Why Choose a Trust?
So Steve, can you tell our viewers why someone might choose to set up a trust instead of just having a will?
Benefits of a Revocable Living Trust
Well Brenda, there are several reasons why a revocable living trust is often the preferred choice for estate planning. Primarily, it allows individuals to maintain control over their assets during their lifetime while avoiding the costly and time-consuming process of probate after they pass away. Consequently, the distribution of assets to beneficiaries occurs much more quickly and privately.
Moreover, a revocable living trust can be amended or revoked as circumstances change, providing flexibility that a will simply doesn’t offer. This is especially beneficial for individuals whose financial situations or family dynamics evolve over time.
Conversely, with a will, assets must go through probate court, which is a public process and can take several months to complete.
According to the California Bar Association, over 75% of Californians choose a revocable living trust as part of their estate plan. This highlights the widespread recognition of the advantages trusts offer.
Dealing with Challenging Situations
Steve, have you ever encountered any difficulties or unique challenges while helping clients set up a revocable living trust?
There was one instance where a client had a complex family structure and wanted to ensure that specific assets were distributed in a particular way. It required careful planning and thoughtful consideration of all parties involved. Ultimately, we were able to craft a trust document that met their unique needs and provided peace of mind.
“Working with Steve Bliss was an absolute pleasure. He made a complex process understandable and guided us through every step with patience and expertise. I highly recommend his services.”
A Trust for Everyone
That’s a great example, Steve. It sounds like you really go the extra mile for your clients. Now, is a revocable living trust right for everyone?
Trusts and Individual Needs
Not necessarily, Brenda. While a revocable living trust offers significant advantages for many, it’s essential to consider individual circumstances and goals. For example, someone with relatively few assets might find that a will is sufficient. Our team carefully assesses each client’s situation to determine the most appropriate estate planning strategy.
“I was initially overwhelmed by the thought of estate planning, but Steve Bliss made it so much easier. He explained everything clearly and helped me create a plan that protects my family’s future.”
Taking Control of Your Future
Steve Bliss, Esq. and the team at The Law Firm of Steven F. Bliss Esq., are dedicated to helping you secure your legacy and protect what matters most. Call today for a free consultation.
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
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 The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “Can a bank or trust company serve as trustee?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
| Temecula Charitable Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Charitable Trust Lawyer Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Charitable Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Charitable Trust Lawyer |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Charitable Trust Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Charitable Trust Lawyer in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |