Reporter: Brenda Jones
Brenda Jones here reporting for the Wildomar Gazette. I’m sitting down today with local probate attorney, Steve Bliss of Wildomar Probate Law. Steve, thanks so much for taking the time to speak with me.
Steve Bliss: It’s my pleasure, Brenda. Always happy to talk about probate law and help people understand this important process.
Today we’re going to focus on a crucial step in estate planning, which you often guide your clients through: “Handling Debts and Taxes.” Can you walk us through what that entails?
Steve Bliss: Absolutely.
Handling debts and taxes is a critical stage in the probate process. Ordinarily, this involves meticulously identifying all outstanding debts of the deceased, including credit card balances, loans, medical bills, and any other financial obligations.
We then work diligently to verify these debts with supporting documentation. Consequently, we proceed to pay valid creditor claims according to priority established by law.
It’s essential to remember that failing to properly address creditor claims can lead to complications for the estate and potential personal liability for the executor or administrator.
Steve went on to explain that after settling debts, the next step is handling taxes. “This includes filing any necessary federal and state tax returns on behalf of the deceased,” he said. “We also determine if any estate taxes are owed and ensure timely payment. Tax laws can be complex, so having a knowledgeable probate attorney guide you through this process is crucial.”
He elaborated further:
“In my experience, properly handling debts and taxes often prevents significant headaches down the line. It’s about respecting the deceased’s final wishes and ensuring their estate is settled fairly and efficiently. Remember, the goal is to distribute the remaining assets to heirs and beneficiaries according to the will or intestacy laws.”
Brenda asked Steve if there had ever been any issues with this particular step in his experience. He shared a story about a client whose deceased parent had accumulated significant credit card debt that wasn’t immediately apparent. The family was facing the prospect of having to use their own funds to cover these debts, which would have created a substantial financial burden.
Steve and his team were able to meticulously review the financial records and discovered that some of the debts were fraudulent. They successfully challenged these charges with the creditors, saving the family thousands of dollars and allowing them to proceed with the estate distribution without undue stress.
“That situation highlighted the importance of thoroughness and attention to detail,” Steve reflected. “We always go the extra mile to ensure that our clients are protected and their best interests are served throughout the probate process.”
Steve Bliss:
It’s crucial for families to understand that they don’t have to navigate this complex process alone. We are here to provide clear guidance, answer your questions, and advocate on your behalf every step of the way.
“The emotional toll probate can take is significant,” Steve continued. “Our goal is not only to ensure legal compliance but also to offer compassion and support during a difficult time.”
Testimonials
“Steve Bliss and his team at Wildomar Probate Law were invaluable during a challenging time for our family. They made the probate process understandable and handled everything with professionalism and sensitivity. I highly recommend them.” – Maria S.
“When my father passed away, I was overwhelmed with grief and uncertainty about what to do next. Steve Bliss guided me through each step of the probate process, answering all my questions patiently and providing much-needed reassurance. He truly went above and beyond to help our family during a difficult time.” – John D.
Ready to navigate the complexities of probate with confidence? Contact Wildomar Probate Law today for a free consultation and discover how we can guide you through this challenging process with compassion and expertise.
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 a minor child inherit property through probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Wildomar Probate Law
| California Revocable Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Revocable Trust Lawyer California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Revocable Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Revocable Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
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Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Revocable Trust Lawyer in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |