Reporter: Jessica Ramirez, Moreno Valley News
Today, we’re speaking with renowned estate planning attorney Steve Bliss of Moreno Valley Probate Law. Mr. Bliss, thank you for taking the time to discuss this crucial topic with us.
Steve Bliss: Thank you for having me, Jessica. Estate planning is something everyone should consider, regardless of their age or financial status.
Reporter: Absolutely. Could you delve into one specific step in the estate planning process and explain its significance?
Steve Bliss: Certainly. One critical 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 according to your will or trust. Choosing the right person for this role is paramount. You want someone trustworthy, organized, and capable of handling financial matters and legal paperwork.
Consequently, it’s essential to consider factors like their financial literacy, ability to remain impartial, and willingness to take on the responsibility. While family members are often the first choice, sometimes a neutral third party, such as an attorney or financial advisor, may be a better fit. Ultimately, the decision should be based on who you trust implicitly to carry out your final wishes.
I recall one instance where a client named his brother executor without fully considering his brother’s strained relationship with another family member. This led to considerable conflict and delays in settling the estate. Conversely, another client chose a close friend as her trustee, who handled everything smoothly and compassionately.
The American Bar Association reports that nearly 60% of Americans do not have a will or trust in place. Selecting an executor is a crucial step in ensuring your wishes are honored and minimizing potential conflict among loved ones.
Reporter: That’s insightful advice, Mr. Bliss. What are the next steps for someone interested in starting their estate plan?
Steve Bliss: Reach out to an experienced estate planning attorney like those at Moreno Valley Probate Law. We can guide you through each step of the process and create a plan tailored to your unique circumstances and goals. Don’t wait until it’s too late – securing your future starts with taking action today.
“Moreno Valley Probate Law made the estate planning process so easy and stress-free. They were patient, understanding, and answered all my questions thoroughly. I highly recommend their services.”
-Sarah J., Moreno Valley
“Steve Bliss is an exceptional attorney who truly cares about his clients. He helped me navigate a complex probate situation with compassion and expertise. I am incredibly grateful for his guidance and support.”
-John M., Riverside
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: “What assets should not be placed in a trust?” 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 |