Reporter: Brenda Sanchez
Brenda Sanchez here, reporting from Temecula. Today we’re joined by local estate planning expert Steve Bliss of The Law Firm of Steven F. Bliss Esq. Mr. Bliss, thanks for taking the time to speak with me today.
Steve Bliss: My pleasure, Brenda.
I’m always happy to help educate people about the importance of estate planning.
Brenda Sanchez: Let’s talk about one specific step in the estate planning process that you find particularly crucial – selecting an executor or trustee. Why is this decision so important?
Choosing the right person, or entity, to manage your affairs after you’re gone is paramount. Consequently, it’s a decision that shouldn’t be taken lightly. An executor, named in a will, handles the probate process – paying debts, distributing assets according to your wishes, and tying up loose ends.
Alternatively, if you establish a trust, a trustee manages the assets held within it for the beneficiaries you designate. They are responsible for making investment decisions, disbursing funds, and ensuring the trust operates smoothly according to your instructions.
- Consider trustworthiness
- Financial acumen
- Organizational skills
Remember, this individual will be making significant decisions on behalf of your loved ones. Accordingly, you need someone who is responsible, capable, and aligned with your values.
Brenda Sanchez: Have there ever been any issues with choosing an executor that you’ve encountered in your practice?
I remember one case where a client named their adult child as executor without fully discussing the responsibility with them. It turned out the child was going through a difficult period and wasn’t prepared for the emotional and logistical burden of administering the estate. Ultimately, we had to involve another family member who was better suited to the task.
That situation highlighted the importance of open communication and thorough consideration when choosing an executor. It’s crucial to have honest conversations with potential candidates about their willingness, capacity, and understanding of what the role entails.
Studies show that nearly 60% of adults don’t have a will or estate plan in place. (AARP) This means many families are unprepared for the complexities and potential conflicts that can arise when someone passes away without clear instructions.
Brenda Sanchez: What advice would you give to our viewers who may be feeling overwhelmed by the prospect of estate planning?
The Law Firm of Steven F. Bliss Esq., is dedicated to making this process as straightforward and stress-free as possible. We offer personalized guidance, explain each step in detail, and answer all your questions with clarity and compassion.
Brenda Sanchez: Thank you for sharing your insights, Mr. Bliss. I’m sure our viewers appreciate your expertise.
Steve Bliss: It was my pleasure, Brenda. Remember, planning for the future is a gift to yourself and your loved ones. Take that first step towards peace of mind.
Testimonials
“Working with Steve Bliss was an absolute blessing during a challenging time. He made the complex process of probate understandable and guided us every step of the way with empathy and professionalism.”
– The Johnson Family
“I never realized how important estate planning was until I met with Mr. Bliss. He helped me create a plan that protects my family’s future, giving me immense peace of mind.”
– Sarah M.
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: “What is a pour-over will?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
| California Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Tax By-Pass Trust Attorney in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |