A Conversation with Steve Bliss
Hi folks, this is Tiffany Jones reporting live from Moreno Valley. Today we’re chatting with estate planning attorney, Steve Bliss, about the importance of having a solid plan for your future.
Choosing The Right Executor
Steve, thanks for joining me today. Let’s dive right in. We often hear about wills and trusts, but what’s one step in the estate planning process that people might overlook?
“Tiffany, a crucial step that often gets overlooked is choosing the right executor or trustee,” Steve explains. “This individual will be responsible for carrying out your wishes after you’re gone, managing your assets, paying debts and taxes, and distributing inheritance to your beneficiaries.
Consequently, it’s essential to select someone trustworthy, organized, and capable of handling these responsibilities. Ordinarily, people choose a family member or close friend. However, if complex financial matters are involved, a professional trustee might be a better choice.”
“Choosing an executor is deeply personal,” Steve continues. “I recall working with a client who initially chose her brother as executor. But after discussing the complexities of her estate and realizing her brother’s busy schedule and limited financial expertise, she ultimately decided to appoint a professional trustee. She felt relieved knowing that her assets would be managed responsibly.
Notwithstanding the importance of choosing a trustworthy individual, it’s also crucial to have open communication with your chosen executor. They need to understand your wishes, know where important documents are located, and feel comfortable asking questions. Remember, this is a partnership in ensuring your legacy is honored.”
The Importance of Professional Guidance
Steve, can you share any instances where not choosing the right executor led to complications?
“I’ve seen situations where family disagreements arose because the chosen executor lacked clarity on the decedent’s wishes. In one case, siblings clashed over the distribution of a family heirloom. Ultimately, it resulted in legal battles and strained relationships.”
According to AARP, nearly half of all adults haven’t named an executor for their estate. This lack of planning can lead to unnecessary stress and financial hardship for loved ones during an already difficult time.
A Plan for Your Future
Steve, what’s the best way for our viewers to get started with estate planning?
“The first step is simply reaching out. We offer free consultations at Moreno Valley Probate Law, where we can discuss your individual needs and goals. We believe everyone deserves peace of mind knowing their affairs are in order,” Steve concludes. “Contact us today and let us help you build a plan for your future.”
Testimonials
- “Steve Bliss and his team at Moreno Valley Probate Law made the estate planning process so easy! They explained everything clearly and answered all of our questions patiently.”
- “I highly recommend Moreno Valley Probate Law. They are knowledgeable, compassionate, and truly care about their clients.”
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: “Can I include charitable giving in my 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
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