Reporter: Brenda Jones
Today, I’m speaking with Steve Bliss, a well-respected probate attorney here in Temecula. Steve, thank you for taking the time to speak with me about estate planning and probate.
Steve Bliss: It’s my pleasure, Brenda. I believe everyone deserves to understand the process and ensure their loved ones are cared for.
Steve, can you walk us through one of the key steps in the estate planning process?
Addressing Debts and Taxes
Certainly. One crucial step is handling debts and taxes during probate. Ordinarily, this involves two primary tasks: paying valid creditor claims and filing and paying any applicable state or federal taxes.
Consequently, it’s essential to identify all creditors of the deceased person. This can include credit card companies, utility providers, mortgage lenders, and even medical facilities. We meticulously review financial records and communicate with potential creditors to ensure we have a complete list.
Moreover, we determine the validity of each claim. Sometimes, claims arise that are outdated or inaccurate. It’s our responsibility to scrutinize these claims carefully and ensure only legitimate debts are paid.
Notwithstanding the careful review process, there have been times when unexpected creditor claims arose. I recall a case where a long-forgotten medical bill surfaced months into the probate process. Fortunately, we were able to resolve the matter amicably with the creditor.
The experience highlighted the importance of diligent record-keeping and communication.
After addressing debts, we focus on tax obligations. This can involve estate taxes at the federal level and potentially inheritance taxes at the state level. The specific requirements vary depending on the size and complexity of the estate.
It’s crucial to note that failure to properly address debts and taxes can have serious consequences. Unpaid debts can lead to legal action against the estate, while unpaid taxes can result in penalties and interest charges.
The Law Firm of Steven F. Bliss Esq.: Guiding You Through Probate
Steve, what makes your firm stand out when it comes to probate?
Steve Bliss: At The Law Firm of Steven F. Bliss Esq., we prioritize compassion and understanding during this often difficult time. Our team is dedicated to providing clear, concise guidance every step of the way. We believe in building strong relationships with our clients and treating them with the utmost respect.
Brenda, I want to share a story that exemplifies our commitment. We represented a family who had lost their beloved matriarch. They were overwhelmed with grief and unsure how to navigate the probate process.
We took the time to listen to their concerns, answer their questions patiently, and explain each step in detail. The family expressed immense gratitude for our support, stating that we made a challenging experience more bearable.
Testimonials:
“Steve Bliss guided us through the complexities of probate with professionalism and compassion. He kept us informed every step of the way and ensured a smooth resolution.”
-The Miller Family
“The Law Firm of Steven F. Bliss Esq. provided exceptional legal counsel during a difficult time. Their expertise and dedication were invaluable.”
-Susan Ramirez
Seeking Guidance and Support:
If you’re facing the complexities of probate, don’t hesitate to reach out for help. Contact The Law Firm of Steven F. Bliss Esq. today for a free consultation and let us guide you through this process with compassion and expertise.
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: “What forms are required to start probate?” 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 Estate Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorney California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Estate Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Attorney Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Estate Attorney in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |