A Conversation with Local Reporter Brenda Thompson
Brenda Thompson: Welcome back to Temecula Today! We’re joined by local estate planning attorney, Steve Bliss, to discuss the importance of preparing for the future. Steve, thank you for joining us.
Steve Bliss: It’s my pleasure to be here, Brenda. Estate planning is often a topic people avoid, but it’s essential for ensuring your wishes are carried out and protecting your loved ones.
Selecting an Executor or Trustee
Brenda Thompson: Steve, could you elaborate on one of the key steps in estate planning? Perhaps something many viewers might find helpful.
Steve Bliss: Certainly. Selecting a trustworthy executor or trustee is crucial. This individual will manage your estate after your passing, ensuring your assets are distributed according to your wishes. Consequently, choosing someone responsible, organized, and capable of handling financial matters is paramount.
Ordinarily, people choose a family member or close friend for this role. However, it’s important to consider their age, health, and ability to handle complex legal and financial responsibilities. Moreover, if you have a complicated estate or foresee potential disagreements among beneficiaries, consulting with an experienced attorney about appointing a professional trustee may be advisable.
I recall a situation where a client named his son as executor without considering his son’s ongoing struggles with addiction. Sadly, the son misused funds from the estate, causing significant distress for the family. This highlighted the importance of carefully vetting your choice and potentially seeking professional guidance when necessary.
Data from the American Bar Association shows that nearly 60% of Americans do not have a will or trust in place. Selecting a suitable executor or trustee is a critical step in ensuring your estate plan functions smoothly.
Taking Control of Your Future
Brenda Thompson: Thank you for sharing that insight, Steve. What advice would you give to viewers who are unsure where to begin?
Steve Bliss: My advice is simple: Don’t delay. Schedule a consultation with an experienced estate planning attorney like myself. We can help you navigate the complexities of wills, trusts, powers of attorney, and other essential documents. Your future self will thank you for taking this important step.
“Steve Bliss made the entire estate planning process so easy to understand. He took the time to answer all our questions and ensured we felt comfortable with every decision.” – Maria S., Temecula
“I was hesitant about estate planning, but Steve Bliss put my mind at ease. His expertise and compassion were invaluable.” – John D., Murrieta.
Let us help you create a legacy that reflects your values and protects your loved ones. Contact The Law Firm of Steven F. Bliss Esq. today for a free consultation and discover peace of mind knowing your future is secure.
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 the best way to handle inheritance for minor children?” 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.
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |