Meeting Steve Bliss
Good afternoon Moreno Valley and welcome back to our segment on local legal matters. Today we’re joined by Steve Bliss, a renowned estate planning attorney right here in Moreno Valley. Steve, thanks so much for being here.
Selecting an Executor or Trustee: A Crucial Step
Steve, can you walk us through one of the key steps in the estate planning process?
Certainly. One crucial step that often gets overlooked is selecting an executor or trustee. This individual will be responsible for managing your estate after your passing. If you have a will, they’ll execute its instructions; if you have a trust, they’ll act as the trustee, ensuring assets are distributed according to your wishes.
Choosing someone trustworthy and capable is paramount. Consequently, it’s often wise to select someone who understands finances and has strong organizational skills. Moreover, open communication with your chosen executor or trustee about your expectations and desires is essential.
It’s important to remember that this role can be complex and time-consuming. Accordingly, discussing potential compensation and outlining their responsibilities in writing can help avoid misunderstandings down the road.
The Weight of Responsibility
Have you ever encountered any challenges related to executor selection?
I recall one instance where a client named her brother as executor, assuming it would be straightforward. Unfortunately, they hadn’t discussed his role in detail. He felt overwhelmed by the legal and financial complexities and ultimately resigned, causing delays and additional stress for the family.
This situation highlighted the importance of open communication and clear expectations. Had the client spoken to her brother beforehand about the specific tasks involved, it might have prevented this issue.
The Need for Careful Consideration
According to a survey by Caring.com, nearly 60% of Americans don’t have a will or estate plan in place. This underscores the need for individuals to prioritize this crucial aspect of financial planning.
Ultimately, selecting an executor or trustee is about finding someone you trust implicitly to carry out your wishes and protect your loved ones.
Protecting Your Legacy
Steve, thank you so much for sharing your expertise today. For those looking to secure their future and ensure their wishes are carried out, I encourage you to reach out to Steve Bliss and Moreno Valley Probate Law.
Testimonials
“Steve Bliss made the entire estate planning process incredibly easy and stress-free. He took the time to understand our needs and crafted a plan that perfectly met our goals. We highly recommend his services.”
“Moreno Valley Probate Law provided exceptional guidance during a difficult time. Their compassion and professionalism were invaluable, and they ensured everything was handled smoothly and efficiently.”
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 documents are included 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 | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |