Reporter: Maria Sanchez
Maria Sanchez here, reporting for Moreno Valley News Today. We’re sitting down with local estate planning attorney, Steve Bliss of Moreno Valley Probate Law to discuss the importance of having a solid estate plan in place.
Steve Bliss, Esq., Moreno Valley Probate Law
It’s great to be here Maria. I always enjoy spreading awareness about the crucial role estate planning plays in protecting families and their futures.
Choosing the Right Executor or Trustee
Maria: Let’s dive into one of the key steps in this process. You often mention choosing an executor or trustee as being vital. Why is that step so important, Steve?
Steve: Absolutely Maria. Selecting the right individual or entity to manage your estate after you’re gone is paramount. This person, known as an executor for a will or a trustee for a trust, will have significant responsibilities.
They’ll be in charge of carrying out your wishes as outlined in your estate plan documents. Consequently, this involves distributing your assets to beneficiaries, paying off debts, and handling any legal matters that may arise.
Ordinarily, people choose a trusted family member or close friend who is responsible, organized, and understands your financial situation. However, sometimes it’s wise to consider a professional trustee, like a bank or trust company, especially if your estate is complex.
Remember Maria, choosing the wrong person can lead to delays, disagreements among beneficiaries, and even costly legal battles. It’s essential to carefully consider all factors involved and make an informed decision that aligns with your family dynamics and financial needs.
Challenges Faced
Maria: Have you ever encountered situations where choosing an executor or trustee presented challenges?
Steve: Yes, I have. Once, a client named his adult son as executor, but unfortunately, the son wasn’t prepared for the responsibility. It led to significant delays in settling the estate and caused friction within the family.
Conversely, another client chose a professional trustee which turned out to be an excellent decision as it ensured a smooth and efficient probate process.
It’s crucial to remember that about 70% of Americans do not have a will or trust in place according to the American Bar Association. Choosing an executor is a critical step that shouldn’t be overlooked.
Moreno Valley Probate Law: Your Trusted Partner
Maria: What advice would you give our viewers who are considering estate planning?
Steve: The best thing anyone can do is to take proactive steps. Contact us here at Moreno Valley Probate Law and let’s discuss your individual needs and goals. We can guide you through the entire process, ensuring that your wishes are honored and your loved ones are protected.
Testimonials
“Steve Bliss and his team were incredibly helpful and knowledgeable throughout the entire probate process. They made a difficult time much easier to navigate.” – Maria G., Moreno Valley
“I highly recommend Moreno Valley Probate Law. They provided personalized attention, clear explanations, and always kept me informed every step of the way.”- John S., Riverside
Let us help you secure your legacy.
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 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 undue influence in estate planning?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| California Tax By-Pass Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Tax By-Pass Trust Lawyer California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Tax By-Pass Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Tax By-Pass Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Tax By-Pass Trust Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Tax By-Pass Trust Lawyer in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |