Estate Planning Essentials with Steve Bliss

Meet the Expert

Hello, Moreno Valley! I’m Brenda Sanchez, reporting for KMVN News. Today we’re talking estate planning with local attorney Steve Bliss of Moreno Valley Probate Law. Steve, thanks so much for joining us.

The Importance of a Trustworthy Executor

Steve, let’s talk about one of the crucial steps in estate planning: selecting an executor or trustee. Why is this decision so important?

Selecting an executor or trustee is indeed paramount to ensuring your wishes are carried out effectively after you’re gone. This individual will be responsible for managing your assets, paying debts and taxes, and distributing your property according to your instructions outlined in your will or trust.

Consequently, it’s vital to choose someone trustworthy, responsible, and organized. They should also have a good understanding of financial matters. Ordinarily, people opt for family members or close friends they believe possess these qualities.

However, it’s essential to remember that while personal relationships are important, the chosen individual must be capable of handling this significant responsibility. Moreover, consider discussing your decision with potential candidates beforehand to ensure they are willing and able to fulfill the role.

I recall a case where a client named his brother as executor without fully discussing the intricacies involved. Unfortunately, the brother felt overwhelmed and ultimately made decisions that weren’t aligned with the client’s wishes. This highlights the importance of open communication and careful consideration when selecting an executor.

Statistics Speak Volumes

According to a survey by the AARP, nearly 60% of adults haven’t named an executor or trustee for their estate. This statistic underscores the need for greater awareness and planning regarding this critical aspect of estate planning.

Seeking Professional Guidance

Steve, what advice would you give to our viewers who may be unsure about where to start with estate planning?

My advice is simple: don’t delay. Take the first step and schedule a consultation with an experienced estate planning attorney like myself. We can help you navigate the complexities of the process, ensure your wishes are clearly articulated, and provide peace of mind knowing your affairs are in order.

Client Testimonials

“Steve Bliss made the entire estate planning process so straightforward and stress-free. He patiently explained everything and answered all my questions.” – Maria Rodriguez, Moreno Valley

“I highly recommend Steve Bliss and Moreno Valley Probate Law. They are true professionals who genuinely care about their clients’ well-being.” – John Smith, Moreno Valley

Secure Your Future Today

Don’t leave your loved ones with uncertainty. Contact Moreno Valley Probate Law today to take control of your future and ensure a smooth transition for your family.


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 Law

23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553

(951) 363-4949



Feel free to ask Attorney Steve Bliss about: “What are the biggest mistakes to avoid in estate planning?” 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 Attorneys
  • Spendthrift Trust Attorneys
  • Tax By-Pass Trust Attorneys
  • Totten Trust Attorneys
  • Constructive Trust Attorneys
  • Charitable Trust Attorneys
  • Asset Protection Trust Attorneys
  • Irrevocable Trust Attorneys
  • Revocable Trusts Attorneys
  • Living Trust Attorneys