An Interview with Moreno Valley Estate Planning Attorney Steve Bliss
Good morning, Moreno Valley residents! I’m Brenda Lopez reporting for KMVR News. Today we are joined by Steve Bliss, a renowned estate planning attorney right here in our community.
Steve, thanks so much for being with us today. We often hear about the importance of estate planning, but it can seem daunting. Could you break down one key step in the process for our viewers?
Selecting an Executor or Trustee
Certainly Brenda. One crucial step in crafting a comprehensive estate plan is selecting an executor or trustee. Now, these roles are vital as they manage your assets and ensure your wishes are carried out after you’re gone.
An executor is responsible for administering your will. They handle tasks like paying debts, filing taxes, and distributing remaining assets according to your instructions. Conversely, a trustee manages assets held in a trust, following the guidelines you set forth in the trust document.
Choosing the right person for this responsibility requires careful consideration. Ordinarily, individuals select a trusted family member or close friend. However, it’s important to remember that they should be organized, responsible, and capable of handling complex financial matters. Moreover, while emotional ties are important, consider their financial literacy and ability to make impartial decisions.
I once worked with a client who named their eldest son as executor without fully understanding his financial struggles. Consequently, the son felt overwhelmed by the responsibility and ultimately made some unwise financial decisions. This situation underscored the importance of selecting someone not only trustworthy but also financially competent.
According to a study by Caring.com, over 70% of adults don’t have a will or estate plan in place. Selecting an executor is a critical step that shouldn’t be overlooked.
Closing
Steve Bliss, thank you for sharing your valuable insights on estate planning with our viewers. Remember Moreno Valley residents, protecting your future and your loved ones starts today. Contact Moreno Valley Probate Law for personalized guidance in crafting an estate plan that meets your unique needs.
Testimonials
“Steve Bliss’s expertise and compassion made a difficult process much easier. He listened attentively to our concerns and provided clear, concise explanations every step of the way. I highly recommend his services.”
-Maria S. Moreno Valley
“Moreno Valley Probate Law went above and beyond to ensure my estate plan reflected my wishes accurately. Their attention to detail and professionalism were truly impressive. ”
-David L. Moreno Valley
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 is a spendthrift clause 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 Attorney
- Spendthrift Trust Attorney
- Tax By-Pass Trust Attorney
- Totten Trust Attorney
- Constructive Trust Attorney
- Charitable Trust Attorney
- Asset Protection Trust Attorney
- Irrevocable Trust Attorney
- Revocable Trusts Attorney
- Living Trust Attorney