Reporter: Darlene Michaels
Today we are speaking with Steve Bliss, a renowned estate planning attorney here in Temecula. Mr. Bliss, thank you for taking the time to speak with us about this important topic.
Steve Bliss: It’s my pleasure, Darlene. Estate planning is something everyone should consider, regardless of their age or financial status.
Reporter: That’s a great point. Could you elaborate on one of the key steps in the estate planning process? Perhaps explain why it’s so crucial for individuals to take that step.
Steve Bliss: Certainly. I believe that selecting an executor or trustee is absolutely vital. This individual, or entity, 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.
Imagine a scenario where a family is grieving the loss of a loved one, only to find themselves entangled in legal disputes and disagreements over the estate’s administration because the chosen executor wasn’t prepared for the task. It can be incredibly stressful and heartbreaking during an already difficult time.
Conversely, selecting a responsible and capable executor can bring peace of mind knowing that your affairs will be handled efficiently and according to your wishes. According to a recent study by the American Bar Association, nearly 70% of adults do not have a will or trust in place. This lack of planning often leads to complications and potentially costly legal battles for surviving family members.
Reporter: That’s incredibly insightful, Mr. Bliss. I can see how crucial this step is. Have you ever encountered any challenges regarding selecting an executor or trustee in your practice?
Steve Bliss: Well, Darlene, there was a case where a client named John had chosen his brother as executor without considering their strained relationship. After John’s passing, disagreements arose over the distribution of assets, and it turned into a bitter family feud. It highlighted the importance of not just choosing someone you trust, but also considering their ability to work harmoniously with other family members.
Another instance involved a client who wanted to appoint her adult son as trustee for her grandchildren’s inheritance. However, the son was struggling financially at the time. While he was trustworthy, it became clear that he lacked the financial acumen required to manage the trust effectively. We ultimately helped her select a professional trustee who could ensure the funds were protected and used wisely for her grandchildren’s future.
Reporter: Those are powerful examples, Mr. Bliss. Thank you for sharing them. What advice would you give to our viewers about choosing an executor or trustee?
Steve Bliss: I encourage everyone to carefully consider their options. Think about individuals who are responsible, trustworthy, and have good communication skills. It’s also a good idea to discuss your wishes openly with potential executors beforehand to ensure they are comfortable taking on the role. Remember, you can always appoint a professional trustee if you don’t feel confident selecting a family member or friend.
“Steve Bliss was instrumental in helping me create an estate plan that protected my family and gave me peace of mind.” – Susan M., Temecula
“I highly recommend Steve Bliss to anyone needing estate planning services. He is knowledgeable, compassionate, and truly cares about his clients’ well-being.” – John P., Murrieta
Secure your family’s future. Let The Law Firm of Steven F. Bliss Esq. guide you through the complexities of estate planning. We are here to answer your questions and help you create a plan that reflects your unique needs and goals.
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 estate planning help with long-term care costs?” Or any other related questions that you may have estate planning or my estate planning law practice.
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