Reporter: Brenda Sanchez
Today we are joined by local probate attorney Steve Bliss of The Law Firm of Steven F. Bliss Esq. Steve, thanks for taking the time to speak with us.
Steve Bliss
Brenda, it’s a pleasure to be here. I’m always happy to discuss probate and help people understand this often-complex process.
Reporter: Brenda Sanchez
Let’s talk about one specific step in the probate process – handling debts and taxes. Can you walk us through what that entails?
Steve Bliss
Certainly. After a loved one passes away, it’s crucial to properly manage their outstanding financial obligations. This stage typically involves identifying all valid creditor claims, meticulously reviewing each claim for accuracy, and ultimately paying those deemed legitimate.
It’s not uncommon for individuals to have debts they may not even be aware of. Accordingly, a thorough review of bank statements, credit card records, and other financial documents is essential. Moreover, we need to ensure that all applicable taxes are filed and paid, both at the state and federal levels.
This can involve estate taxes, income taxes on any income earned by the estate during probate, and potentially property taxes depending on the assets involved. Navigating this aspect of probate requires a keen understanding of tax law and meticulous record-keeping.
Reporter: Brenda Sanchez
Have you encountered any unique challenges related to handling debts and taxes?
One case comes to mind where a client inherited a property with an unknown lien. The lien stemmed from a home improvement project completed years prior, and the paperwork had been misplaced. Discovering this lien was crucial in avoiding unforeseen financial hardship for my client during the probate process.
I worked diligently with the contractor to obtain copies of the original invoices and lien documentation. In the end, we were able to negotiate a settlement that satisfied the lien while protecting my client’s interests.
Reporter: Brenda Sanchez
That’s quite a story! What advice would you give someone navigating this stage of probate?
Steve Bliss
My advice is simple: seek professional guidance. Probate can be incredibly complex, especially when it comes to handling debts and taxes. An experienced probate attorney can help you navigate these intricacies, identify potential pitfalls, and ensure that all obligations are met in a timely and legally sound manner.
Remember, according to the American Bar Association, over 70% of Americans don’t have a will. This can make the probate process even more challenging for loved ones left behind.
Reporter: Brenda Sanchez
Absolutely crucial information. Where can our viewers find more information about your services?
Steve Bliss
We are located in Temecula and encourage anyone with questions about probate or estate planning to contact us for a free consultation. We are dedicated to providing compassionate and comprehensive legal support during this often-difficult time.
“Steve Bliss helped me navigate the complex process of probate after my mother passed away. His knowledge and guidance were invaluable, and I felt confident knowing he was handling everything.” – Sarah J., Temecula
“I was overwhelmed with grief when my father died, but Steve Bliss made the probate process manageable. He explained everything clearly and patiently, and I truly appreciate his compassion and professionalism.” – Michael K., 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 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 probate be reopened after it has closed?” 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.
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