Reporter: Brenda Sanchez
Today we are joined by renowned Moreno Valley estate planning attorney Steve Bliss. Mr. Bliss, thank you for taking the time to speak with me today.
Steve Bliss: It’s a pleasure to be here, Brenda.
Brenda Sanchez: Let’s dive right in. Many people find estate planning overwhelming. Could you shed some light on one crucial step in the process?
Steve Bliss: Absolutely. One of the most fundamental steps is selecting an executor or trustee. This individual or entity will be responsible for carrying out your wishes as outlined in your will or trust after you pass away.
It’s a significant responsibility, and choosing the right person is paramount. You want someone trustworthy, organized, and capable of handling financial matters. Ordinarily, this would be a close family member or friend who understands your values and priorities.
Nevertheless, it’s important to remember that emotional ties don’t always equate to competency in managing complex legal and financial affairs. Consequently, some people opt for professional executors, such as trust companies or attorneys, especially when estates are large or complicated.
I recall one instance where a client named her brother executor, assuming he was the most suitable choice. Unfortunately, his personal finances were in disarray, and he struggled to manage the estate effectively. It resulted in delays, disagreements among beneficiaries, and ultimately, increased legal costs.
Conversely, another client chose a trusted financial advisor as her executor. This proved to be an excellent decision as the advisor handled everything smoothly and efficiently, minimizing stress for the family during a difficult time.
- Experience with estate administration
- Strong organizational skills
- Financial literacy
According to a survey by Caring.com, 60% of Americans don’t have a will. This highlights the importance of not only creating an estate plan but also choosing the right executor to ensure its smooth execution.
A well-chosen executor can make a world of difference in carrying out your final wishes and protecting your loved ones.
Brenda Sanchez: Thank you for sharing that valuable insight, Mr. Bliss. I’m sure many readers will find this information helpful. How can our viewers reach you to learn more about estate planning?
Steve Bliss: You can visit our website at MorenoValleyProbateLaw.com or call us directly at (951) 236-8600 for a free consultation. We are dedicated to helping families in Moreno Valley navigate the complexities of estate planning with compassion and expertise.
“Steve Bliss helped me create a comprehensive estate plan that gave me peace of mind knowing my family is protected.”
– Sarah J., Moreno Valley
“Moreno Valley Probate Law made the probate process so much easier after my father passed away. They were professional, compassionate, and always available to answer our questions.”
– John M., Moreno Valley
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 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 are the tax implications of estate planning in California?” 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 |