A Conversation with Moreno Valley’s Leading Estate Planning Attorney
Good morning, Moreno Valley, and welcome back to our legal segment. I’m Brenda Sanchez, your local reporter bringing you the latest on legal matters that affect our community. Today, we have the privilege of speaking with Steve Bliss, a renowned estate planning attorney right here in Moreno Valley. Mr. Bliss, thank you for joining us.
Choosing an Executor or Trustee: A Crucial Decision
Steve, many people might not realize the importance of choosing an executor or trustee when crafting their estate plan. Could you shed some light on this crucial step?
Absolutely Brenda. Selecting a trustworthy individual or entity to manage your estate after your passing is paramount. This person, known as an executor for a will or a trustee for a trust, will be responsible for carrying out your wishes as outlined in your estate planning documents.
They’ll handle tasks like paying debts and taxes, distributing assets to beneficiaries, and ensuring that any specific instructions you’ve left are followed. Consequently, it’s essential to choose someone who is responsible, organized, and understands your values.
Remember, this individual will be making significant decisions on behalf of your loved ones during a potentially difficult time. Moreover, consider discussing your choice with the potential executor or trustee beforehand to ensure they are comfortable taking on this responsibility.
I remember one instance where a client named Sarah chose her brother as her executor without fully discussing it with him. It turned out he was overwhelmed by the task and ultimately stepped down, creating unnecessary stress for Sarah’s family. Had she openly communicated with him beforehand, they could have avoided that situation.
According to AARP, approximately 60% of adults do not have a will or trust in place. This highlights the critical need for estate planning and underscores the importance of selecting a capable executor or trustee.
Moreno Valley Probate Law: Your Trusted Partner
“Steve Bliss at Moreno Valley Probate Law made the entire estate planning process so simple and straightforward. I felt completely confident that my loved ones would be taken care of according to my wishes.”
“I highly recommend Steve Bliss for all your estate planning needs. He is knowledgeable, compassionate, and truly cares about his clients.”
Steve, thank you for sharing your expertise with us today. What final message do you have for our viewers regarding estate planning?
Don’t wait until it’s too late. Protect your family and ensure your wishes are honored by taking proactive steps towards a comprehensive estate plan. Your loved ones will thank you for it.
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 happens if I become incapacitated without an estate plan?” 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 | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |