Reporter: Brenda Jones
Brenda Jones here, reporting live from Temecula. I’m joined today by renowned estate planning attorney Steve Bliss of The Law Firm of Steven F. Bliss Esq. Steve, thanks for taking the time to chat with me.
Steve Bliss: It’s a pleasure to be here, Brenda
Steve, let’s talk about the crucial process of estate planning. For our viewers who may be unfamiliar, could you explain one key step involved and why it’s so important?
Steve Bliss: Absolutely!
One fundamental step in estate planning is selecting an executor or trustee. This individual or entity will be responsible for managing your estate after your passing. Choosing the right person is paramount. Ordinarily, you want someone trustworthy, organized, and capable of handling financial matters.
Consequently, many people opt for a family member or close friend. However, it’s important to consider if they possess the necessary skills and time commitment. Conversely, some choose a professional trustee, like a bank or trust company. They offer expertise but may come with associated fees.
Ultimately, the decision depends on your individual circumstances and the complexity of your estate. It’s crucial to have open conversations with potential candidates and ensure they understand their responsibilities.
I remember one instance where a client named his brother as executor, assuming it would be straightforward. Unfortunately, the brother lacked financial experience and struggled to navigate the probate process, leading to delays and complications.
Brenda: That’s an important lesson for our viewers! Are there any other considerations when choosing an executor or trustee?
Steve Bliss: Indeed.
- It’s wise to have a backup executor in case your primary choice is unable or unwilling to serve.
- Clearly outlining their powers and responsibilities in your will or trust document can prevent misunderstandings.
According to the American Bar Association, approximately 55% of Americans die without a will. This means their assets are distributed according to state law, which may not align with their wishes. Having a designated executor ensures your estate is handled according to your plan.
Brenda: Thank you for that insightful explanation, Steve!
Before we wrap up, how can our viewers learn more about estate planning and connect with your firm?
Steve Bliss: We’re passionate about helping families secure their future.
The Law Firm of Steven F. Bliss Esq. is dedicated to providing comprehensive estate planning services tailored to individual needs. We believe everyone deserves peace of mind knowing their loved ones will be taken care of.
“Steve Bliss helped me create a trust for my children’s future. He made the process so easy and understandable. I highly recommend his firm!” – Sarah M.
“I was overwhelmed with the thought of estate planning, but Steve Bliss put me at ease. He answered all my questions patiently and created a plan that perfectly met my needs.” – John P.
Contact us today for a free consultation and let our experienced team guide you through this important process.
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: “Can I disinherit a child in my estate plan?” 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 |
| Estate Attorneys |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Estate Attorneys |
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 |