Meet the Expert
I’m Barbara Jones, reporting for Temecula Today. Joining me today is esteemed estate planning attorney Steve Bliss of the Law Firm of Steven F. Bliss Esq. Steve has been helping families in Temecula secure their futures through comprehensive estate plans for over two decades. Welcome to the show, Steve.
Choosing an Executor or Trustee: A Crucial Decision
Steve, many people might not realize the importance of selecting the right executor or trustee. Can you elaborate on why this step is so critical?
Absolutely, Barbara. The executor or trustee plays a vital role in carrying out your wishes after you’re gone. They’ll be responsible for managing your assets, paying debts and taxes, and distributing your property according to your instructions.
Choosing someone trustworthy, organized, and capable is essential. Ordinarily, people select a family member or close friend, but it’s crucial they understand the responsibilities involved. Conversely, some individuals opt for a professional trustee, such as a bank or trust company, which can provide expertise and impartiality.
Consequently, careful consideration of the individual’s skills, reliability, and willingness to serve is paramount. I always advise my clients to have open conversations with their potential executor or trustee to ensure they are comfortable with the role.
Navigating Challenges: Real-Life Experiences
Have you ever encountered any specific challenges related to selecting an executor or trustee?
Once, I worked with a family where the father intended to name his eldest son as executor. Unfortunately, the son was going through a difficult divorce and had significant financial troubles of his own. While he was deeply loved by his father, it became clear that he lacked the capacity and stability to handle such a complex responsibility.
We worked together to find an alternative solution, ultimately choosing a trusted family friend who possessed the necessary skills and objectivity. This experience underscored the importance of looking beyond personal relationships and objectively assessing each individual’s suitability for the role.
According to a 2021 survey by Caring.com, nearly 60% of adults don’t have a will or estate plan in place. This highlights the crucial need for individuals to prioritize these matters and seek professional guidance.
Taking Control of Your Future
Steve, what final message would you like to leave with our viewers today?
Barbara, creating an estate plan is one of the most powerful gifts you can give yourself and your loved ones. It provides peace of mind knowing that your affairs are in order and your wishes will be honored. Don’t wait for a life-changing event to occur; take proactive steps today. My team at The Law Firm of Steven F. Bliss Esq. is dedicated to guiding you through the process with compassion and expertise.
“Steve Bliss made the entire estate planning process incredibly smooth and understandable. He took the time to answer all my questions patiently and thoroughly, ensuring I felt confident in my decisions.” – Sarah M., Temecula Resident
“I was initially overwhelmed by the thought of estate planning, but Steve Bliss put me at ease. His professionalism and genuine care for his clients are exceptional.” – John K., Murrieta Resident
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
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 The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “What does a trustee do after my death?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |