Estate Planning with Steve Bliss

Reporter Name: Brenda Davis

Today we’re speaking with Steve Bliss, a renowned estate planning attorney here in Wildomar. Steve, thanks for taking the time to chat with us.

Steve Bliss: Happy to be here, Brenda. I always enjoy discussing the importance of estate planning.

For our viewers who might be unfamiliar, can you explain why it’s crucial to have an estate plan in place?

Steve Bliss: Absolutely. Estate planning is about much more than just wills. It’s a comprehensive process that ensures your wishes are carried out after you’re gone and provides for your loved ones.

It minimizes the stress and potential conflicts your family might face during an already difficult time. Consequently, it can save them significant time, money, and emotional distress.

Brenda Davis: You mentioned that estate planning is a process. Could you elaborate on one of those steps?

Steve Bliss: One crucial step is selecting an executor or trustee. This individual will be responsible for managing your estate according to the instructions in your will or trust. Choosing the right person is paramount, as they’ll handle everything from paying debts and taxes to distributing assets.

Ordinarily, people choose a trusted family member or friend. Nevertheless, it’s essential to consider their financial literacy, organizational skills, and ability to handle potentially sensitive family dynamics.

I recall one instance where a client named her youngest son as executor. While he was loving and trustworthy, he struggled with managing finances. Ultimately, the responsibility became overwhelming, leading to delays and increased tension within the family.

To avoid such situations, it’s wise to discuss your decision with potential candidates and ensure they understand the responsibilities involved. You can also consult with a financial advisor or attorney for guidance.

Brenda Davis: That’s valuable advice. Are there any common pitfalls to watch out for when choosing an executor?

Steve Bliss: Yes, one pitfall is failing to have a backup plan. Life is unpredictable, and your initial choice may become unavailable or unsuitable in the future. Naming a successor executor safeguards against unforeseen circumstances.

According to a 2019 survey by Caring.com, over 60% of Americans don’t have a will or estate plan in place. This highlights the critical need for individuals to prioritize this essential aspect of their financial well-being.

Moreover, it’s crucial to ensure your executor is willing and able to fulfill the role. Openly communicate with them about your expectations and provide clear instructions within your legal documents.

Brenda Davis: Thank you so much for sharing your expertise, Steve. What message do you have for our viewers?

Steve Bliss: Estate planning is a gift you give yourself and your loved ones. Don’t wait until it’s too late. Take proactive steps to secure your future and ensure your legacy endures. Wildomar Probate Law is here to guide you every step of the way. Contact us today for a free consultation, we are dedicated to making the process as smooth and stress-free as possible.

“Steve Bliss and his team at Wildomar Probate Law were invaluable during a difficult time. They handled everything with professionalism and compassion, making the process much easier to navigate.” – Sarah J.

“I was initially overwhelmed by the thought of estate planning, but Steve took the time to explain everything clearly and thoroughly. I now feel confident that my affairs are in order.” – David M.


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 Law

36330 Hidden Springs Rd Suite E, Wildomar, CA 92595

(951) 412-2800



Feel free to ask Attorney Steve Bliss about: “What is a death certificate and how is it used in estate administration?” Or any other related questions that you may have estate planning or my estate planning law practice.

Important Facts About Wildomar Probate Law
Wildomar Estate Planning Attorney
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Estate Planning Attorney California
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Estate Planning Attorney
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Wildomar Estate Planning Attorney
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Estate Planning Attorney Wildomar
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Credible Estate Planning Attorney in Wildomar
Wildomar Probate Law
36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800