Reporter: Brenda Rodriguez
Today we are speaking with Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Steve, thank you for taking the time to speak with us about the importance of estate planning.
Steve Bliss: My Pleasure, Brenda.
It’s crucial that everyone understands the value of having a well-constructed estate plan. It provides peace of mind and ensures your wishes are honored after you’re gone.
Choosing an Executor or Trustee
Brenda Rodriguez: What would you say is one of the most critical steps in the estate planning process?
Steve Bliss: Selecting a trustworthy executor or trustee is paramount. This individual will be responsible for managing your assets, paying debts and taxes, and distributing your property according to your wishes. Consequently, it’s essential to choose someone reliable, organized, and capable of handling these complex responsibilities.
Ordinarily, people opt for a family member or close friend. However, it’s important to consider their financial literacy, time commitment, and emotional capacity. Moreover, if your estate is intricate or involves significant assets, you may want to contemplate appointing a professional trustee like a bank or trust company.
Think about it this way: You wouldn’t entrust your life savings to just anyone. Similarly, your estate plan deserves careful consideration when selecting who will oversee it.
Brenda Rodriguez: Have you encountered any challenges related to choosing an executor or trustee?
Steve Bliss: I recall a case where a client named her son as executor. While he was a good person, he lacked financial experience and struggled to manage the estate’s investments effectively. It ultimately led to some costly mistakes. This highlights why it’s crucial to consider an individual’s capabilities beyond just their trustworthiness.
Conversely, I had another client who appointed a professional trustee for her complex estate. She was initially hesitant about the fees but later expressed immense gratitude for the trustee’s expertise and impartiality. They navigated complex tax laws and ensured a smooth distribution of assets, alleviating a lot of stress for her family.
Studies show that approximately 70% of Americans do not have a will or trust in place (AARP).
Call to Action
Steve Bliss: Estate planning is not just for the wealthy. It’s about protecting your loved ones and ensuring your legacy. Contact Moreno Valley Probate Law today to schedule a consultation and start building a secure future.
Testimonials
“Steve Bliss and his team made the probate process so much easier during a difficult time. They were compassionate, knowledgeable, and always available to answer our questions.” – The Jones Family
“Moreno Valley Probate Law provided exceptional service when we needed it most. Their expertise and guidance gave us peace of mind knowing that our loved one’s wishes would be honored.” – Maria Sanchez
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley 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 Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “What is the role of a guardian in an estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
- Special Needs Trust Lawyers
- Spendthrift Trust Lawyers
- Tax By-Pass Trust Lawyers
- Totten Trust Lawyers
- Constructive Trust Lawyers
- Charitable Trust Lawyers
- Asset Protection Trust Lawyers
- Irrevocable Trust Lawyers
- Revocable Trusts Lawyers
- Living Trust Lawyers