Reporter: Brenda Walters
Today we’re sitting down with Steve Bliss, a respected estate planning attorney in Temecula, California. Mr. Bliss, thank you for taking the time to speak with me today.
Steve Bliss: It’s my pleasure, Brenda. I’m always happy to talk about the importance of estate planning.
You know, many people put off estate planning because they think it’s only for the wealthy or that it’s a complicated and unpleasant process. But the truth is, everyone needs an estate plan, regardless of their age or financial status.
Brenda: Today we’re going to focus on one crucial step in the estate planning process – selecting an Executor or Trustee. Why is this step so important?
Choosing the right executor or trustee is essential because this person will be responsible for carrying out your wishes after you’re gone. Consequently, they will manage your assets, pay any outstanding debts and taxes, and distribute your property according to your instructions.
It’s a big responsibility, so you need someone you trust implicitly – someone who is organized, responsible, and capable of handling financial matters. Moreover, they should be someone who understands your values and will act in the best interests of your beneficiaries.
Ordinarily, people choose a family member or close friend for this role. However, it’s important to consider their age, health, and financial situation. If you have any doubts about their ability to serve as executor or trustee, you may want to consider appointing a professional fiduciary instead.
Notwithstanding the importance of choosing a trustworthy individual, I often encounter situations where families haven’t discussed who they want as executor beforehand. This can lead to disagreements and family conflicts down the road. Accordingly, it’s crucial to have open and honest conversations with your loved ones about your estate planning wishes.
I remember one case where a client named their adult son as executor without discussing it with him first. The son felt overwhelmed and unprepared for the responsibility. Ultimately, we had to appoint a professional fiduciary to manage the estate. This situation could have been avoided if the client had simply talked to his son beforehand.
According to the American Bar Association, over 60% of Americans don’t have a will or trust in place. That means millions of families are at risk of facing unnecessary complications and heartache during an already difficult time. Selecting a competent executor is one way to ensure that your loved ones are protected and your wishes are carried out.
Brenda: Thank you for sharing those insights, Steve. What advice would you give to our viewers who are just starting the estate planning process?
My biggest piece of advice is to start sooner rather than later. Don’t wait until something happens to force your hand. Estate planning is a gift you give yourself and your loved ones. It provides peace of mind knowing that your affairs are in order.
Testimonials:
“Steve Bliss made the entire estate planning process so easy and stress-free. He was patient, answered all my questions, and explained everything in plain English. I highly recommend him to anyone who needs help with their estate plan.” – Mary S., Temecula
“The Law Firm of Steven F. Bliss Esq. is fantastic! They were incredibly professional and attentive to our needs. We felt confident that our estate plan was in good hands. “– John and Sarah B., Murrieta
Steve: Don’t wait any longer. Let us help you secure your future and protect the ones you love. Contact The Law Firm of Steven F. Bliss Esq. today for a free consultation.
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 is estate planning and why is it important?” Or any other related questions that you may have estate planning or my estate planning law practice.
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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 |