Reporter: Maria Sanchez
Today we’re speaking with Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Steve, thank you for joining me.
Steve Bliss: It’s my pleasure to be here, Maria. I believe estate planning is crucial for everyone, regardless of their age or financial status.
Reporter: Absolutely. Now, let’s delve into one of the key steps in the estate planning process. Could you elaborate on the importance of selecting an executor or trustee?
Choosing the right executor or trustee is paramount. They will be responsible for managing your assets and carrying out the instructions outlined in your will or trust after your passing. Consequently, it’s essential to select someone trustworthy, capable, and familiar with your financial affairs.
Many individuals opt for a close family member or friend; however, it’s crucial to consider their willingness and ability to take on this responsibility. Conversely, some people choose a professional trustee, such as a bank or trust company, especially if their estate is complex.
Ordinarily, I advise clients to discuss their wishes with potential executors or trustees beforehand to ensure they understand the role and are comfortable accepting it.
Remember, selecting an executor or trustee isn’t solely about legal expertise. It requires a combination of trustworthiness, organizational skills, and empathy for your beneficiaries.
I once worked with a client who initially chose her brother as the executor. However, after discussing the complexities involved, she realized he lacked the financial acumen to manage her investments effectively. Ultimately, she decided on a professional trustee, providing her family with peace of mind knowing her assets would be handled responsibly.
It’s worth noting that according to a study by Caring.com, approximately 70% of Americans don’t have a will or trust in place. This highlights the critical need for individuals to prioritize estate planning and seek professional guidance.
Reporter: That’s invaluable advice, Steve. How can readers connect with Moreno Valley Probate Law for assistance?
Don’t wait for life to throw you a curveball. Take control of your future and safeguard your loved ones by reaching out to us at Moreno Valley Probate Law. We’re here to guide you through every step of the estate planning process, ensuring your wishes are honored and your legacy protected.
Testimonials:
“Steve Bliss and his team were incredibly supportive and knowledgeable throughout the entire probate process. They made a difficult time much easier to navigate.”
– Sarah M., Moreno Valley
“Moreno Valley Probate Law provided exceptional service and expertise. I highly recommend them to anyone needing assistance with estate planning or probate matters.”
– John D., 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: “How do I avoid family conflict with multiple marriages or blended families?” 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 |