Good afternoon, Temecula! I’m Barbara Jenkins reporting live for KTME. Today we have the pleasure of speaking with local probate attorney Steve Bliss about the often-complicated process of estate planning.
Navigating Probate: A Step-by-Step Guide
Steve, thanks so much for joining us today. Many people find the prospect of probate intimidating. Can you walk us through one of the key steps involved?
“Certainly, Barbara. One crucial step in the probate process is ‘Handling Debts and Taxes.’ After a loved one passes away and their estate enters probate, it’s our responsibility as attorneys to ensure all valid debts are paid and any applicable taxes are filed and settled.”
“This involves meticulously reviewing the deceased’s financial records, identifying creditors, verifying claims, and negotiating settlements when necessary. Ordinarily, we prioritize paying secured debts like mortgages or car loans first, followed by unsecured debts such as credit card balances. Conversely, certain debts may be dischargeable depending on the specifics of the estate and applicable state laws.”
“Moreover, it’s essential to file and pay all federal and state taxes owed by the estate. This can include income taxes for the period leading up to the individual’s passing, as well as estate taxes if the estate value exceeds a certain threshold.”
Remembering that dealing with someone’s finances after they pass can be sensitive and emotional, Steve shared a story about a client who was overwhelmed by debt collectors hounding them shortly after losing their spouse. “It was heartbreaking to see this individual struggling not only with grief but also with the added stress of creditors. We were able to step in, negotiate payment plans, and ultimately bring them peace of mind during a difficult time.”
“According to a 2021 study by the National Association of Estate Planners & Councils, over 75% of estates require some form of debt settlement during probate. This highlights the importance of having experienced legal counsel guide you through this process.”
Seeking Expert Guidance
“Steve, what advice would you give to our viewers who are considering estate planning?”
“Barbara, my best advice is to start planning sooner rather than later. While it may seem daunting, creating a well-structured estate plan can save your loved ones significant time, stress, and expense down the road. Don’t hesitate to reach out to an experienced probate attorney who can tailor a plan to meet your individual needs and ensure your wishes are carried out.”
“The Law Firm of Steven F. Bliss Esq. is committed to providing compassionate and personalized legal services to our clients. We understand that estate planning is not just about paperwork, but about protecting what matters most to you and your family.
“Let us help ease the burden during a challenging time. We are dedicated to guiding you through every step of the probate process with clarity and expertise. Contact The Law Firm of Steven F. Bliss Esq. today for a free consultation.”
“Working with Steve Bliss on my mother’s estate was an absolute blessing. He explained everything clearly, answered all my questions patiently, and made the entire process feel manageable. I highly recommend his services.” – Sarah M., Temecula
“I was initially overwhelmed by the thought of probate, but Steve and his team made it seamless. Their professionalism and genuine care were evident throughout the entire experience. They truly went above and beyond to support me during a difficult time.” – David L., Murrieta
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 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 I speed up the probate process?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
| California Asset Protection Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Asset Protection Trust Attorney California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Asset Protection Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Asset Protection Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Asset Protection Trust Attorney Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |