Reporter: Barbara Jensen
Today we are joined by Steve Bliss, a respected estate planning attorney serving the Moreno Valley community. Mr. Bliss, thank you for taking the time to speak with me about this important topic.
Steve Bliss: Thank You For Having Me
It’s my pleasure, Barbara. Estate planning is something that everyone should consider, regardless of their age or financial situation. I believe it’s crucial to empower individuals and families to protect their assets and ensure their wishes are carried out.
Barbara Jensen: What step in the estate planning process do you find most people struggle with?
I often see clients grappling with selecting an executor or trustee, Barbara. This individual bears a significant responsibility – they will manage your estate after your passing, ensuring your assets are distributed according to your wishes. It’s a weighty decision, as it requires choosing someone trustworthy, organized, and capable of handling complex financial matters.
Consequently, many people feel overwhelmed by the prospect. They may worry about causing friction within their families or wonder if they even know anyone who possesses the necessary skills. Ordinarily, I guide clients through this process by emphasizing the importance of open communication with potential candidates. It’s essential to discuss your expectations and ensure the chosen individual feels comfortable taking on the role.
Remember, you can also appoint a corporate trustee, such as a bank or trust company. This option may be suitable if your estate is complex or if you prefer a more impartial approach. Moreover, it’s crucial to document your wishes clearly in a will or trust to minimize any potential ambiguity.
Notwithstanding the challenges, selecting an executor or trustee is a vital step in ensuring your legacy is protected and your loved ones are cared for.
Barbara Jensen: Have you ever encountered any specific issues related to choosing an executor?
I recall one instance where a client named her eldest son as executor, assuming it was the natural choice. However, during our discussions, it became apparent that he lived overseas and rarely interacted with the rest of the family. We ultimately decided together that appointing a trusted friend who resided locally would be a more practical solution.
In another case, a client struggled to choose between two siblings who both expressed interest in being executor. I advised them to have an open and honest conversation with their children about their concerns and expectations. This facilitated a deeper understanding and ultimately led to a mutually agreeable decision.
Barbara Jensen: Any final thoughts for our readers on the importance of estate planning?
Estate planning is not just about wealth preservation; it’s about providing peace of mind for yourself and your loved ones. According to a 2021 survey by Caring.com, over 60% of Americans do not have a will. This statistic highlights the widespread need for estate planning education and accessibility.
“Steve Bliss helped me navigate a complex family situation with empathy and expertise. His guidance was invaluable during a challenging time.” – Maria Rodriguez, Moreno Valley resident.
“Moreno Valley Probate Law made the entire estate planning process seamless and stress-free. I highly recommend their services to anyone looking for professional and compassionate legal advice.”- John Smith, satisfied client
Take charge of your future and schedule a consultation with Moreno Valley Probate Law today. We’ll help you create an estate plan that reflects your unique needs and aspirations.
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: “How often should I update my 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
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