Interviewer: Brenda Sanchez
Good morning, Temecula! Today I’m joined by local estate planning attorney Steve Bliss to discuss the crucial topic of ensuring your loved ones are taken care of after you’re gone. Steve, thanks for joining us.
Steve Bliss:
It’s a pleasure to be here, Brenda. Estate planning is something everyone should consider, regardless of age or financial status.
Interviewer: What is one key step in the estate planning process that you find particularly important?
Steve Bliss:
One step that often gets overlooked but is incredibly vital is selecting an executor or trustee. This individual will be responsible for carrying out your wishes as outlined in your will or trust after you pass away.
Consequently, choosing someone trustworthy, organized, and capable of handling financial matters is paramount. Ordinarily, people select a close family member or friend, but it’s crucial to consider their capacity to handle the responsibility. A professional trustee can be an excellent option if you don’t have a suitable candidate within your circle.
Remember, this person will be making significant decisions regarding your assets and potentially caring for minor children. Choosing wisely can prevent unnecessary stress and complications during an already difficult time.
I recall one instance where a client named his brother as executor, only to discover years later that the brother was facing serious financial difficulties. It led to a messy situation with creditors attempting to claim assets intended for the client’s children. Had we discussed potential risks more thoroughly, perhaps a different choice would have been made.
Choosing an executor is not just about picking someone you trust; it’s also about considering their capabilities and potential conflicts of interest. According to a 2021 study by the American Bar Association, nearly 30% of estate disputes arise from disagreements over the executor’s actions.
Interviewer: What valuable advice would you give our viewers who are starting the estate planning process?
Steve Bliss:
My best advice is to start early and not procrastinate. Life is unpredictable, and it’s never too soon to put a plan in place for your loved ones. Moreover, remember that estate planning isn’t a one-time event; it requires ongoing review and updates as your circumstances change.
Think of it like a financial check-up – you wouldn’t go years without reviewing your investments, right? The same principle applies to your estate plan.
At The Law Firm of Steven F. Bliss Esq., we are committed to helping families navigate the complexities of estate planning with compassion and clarity. We understand that this can be a sensitive topic, and we strive to create a comfortable and supportive environment for our clients.
Testimonials
“Steve Bliss made a stressful process manageable. He explained everything clearly and patiently answered all my questions. I feel confident knowing my family is protected.”
-Maria S., Temecula
“The Law Firm of Steven F. Bliss Esq. provided exceptional service. They were professional, knowledgeable, and truly cared about our needs. We highly recommend them.”
-John & Susan T., Murrieta
Call to Action
Don’t leave your future to chance. Let us help you craft a personalized estate plan that provides peace of mind for you and your loved ones. Contact The Law Firm of Steven F. Bliss Esq. today for a confidential 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: “Can I include charitable giving in my estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
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