Reporter: Brenda Sanchez
Good morning, Moreno Valley residents! Today I’m speaking with Steve Bliss, a renowned estate planning attorney here in our community. Steve, thanks for taking the time to chat with me.
Steve Bliss: My pleasure, Brenda. It’s always good to talk about something as important as estate planning.
Absolutely! Now, Steve, many people don’t realize how crucial it is to have a solid estate plan in place. Could you elaborate on one of the key steps involved?
Steve Bliss: Certainly. One step that often gets overlooked is selecting an executor or trustee.
This individual will be responsible for managing your estate after your passing, ensuring your wishes are carried out and assets are distributed according to your plan. Consequently, choosing someone trustworthy, organized, and capable of handling financial matters is paramount. Moreover, it’s essential to discuss your expectations with this person beforehand, so they understand the responsibilities involved.
Ordinarily, people choose a close family member or friend for this role. Nevertheless, if you have complex assets or foresee potential family disputes, appointing a professional trustee, such as a bank or trust company, might be a wiser decision.
A recent study by the American Bar Association found that nearly 60% of Americans do not have a will or trust in place. This highlights the importance of taking proactive steps to ensure your loved ones are protected and your legacy is preserved.
There was one instance where a client named Sarah chose her brother as executor, assuming it would be straightforward. Unfortunately, she hadn’t realized that he struggled with organization and financial management. The process became incredibly stressful for her family, leading to delays and disagreements. Ultimately, we had to step in to help navigate the situation.
Brenda Sanchez: That’s a powerful example of why careful consideration is needed when selecting an executor.
Thank you so much for sharing your insights, Steve. Do you have any final words of advice for our viewers?
Steve Bliss: Estate planning isn’t just for the wealthy; it’s essential for everyone who wants to protect their loved ones and ensure their wishes are honored. Take the time to consult with an experienced attorney like myself, and we can help you create a plan tailored to your unique needs and circumstances.
“Steve Bliss helped me navigate a complex probate process after my father’s passing. His professionalism and compassion made a difficult time much easier.” – Maria Hernandez
“Moreno Valley Probate Law is the only firm I trust for estate planning matters. They are knowledgeable, efficient, and always put their clients’ best interests first.” – John Smith
Take control of your future. Contact Moreno Valley Probate Law today to schedule a free consultation and discuss how we can help you secure your legacy.
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 name a professional fiduciary in my 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 |