Reporter: Barbara Jensen
Steve, thanks for sitting down with me today to talk about estate planning.
Steve Bliss, Temecula Estate Planning Attorney
Barbara, it’s my pleasure. Estate planning is something everyone should consider, regardless of their age or financial situation.
Barbara Jensen: Can you explain one of the key steps in the estate planning process?
One crucial step that often gets overlooked 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, it’s important to choose someone you trust implicitly – someone who is organized, responsible, and capable of handling complex financial matters.
Moreover, consider their availability and willingness to take on this significant responsibility. Openly discuss your expectations with them beforehand to ensure they understand the commitment involved.
Notwithstanding the importance of personal relationships, sometimes a neutral third party, like a professional trustee, might be a better option depending on family dynamics or complexity of assets.
Barbara Jensen: Have you ever encountered challenges related to selecting an executor?
I recall one instance where a client named their adult child as executor. While the relationship was loving, the son lacked financial experience and struggled with managing the estate’s investments. In the end, we worked together to appoint a co-executor – a trusted financial advisor who provided the necessary expertise. It’s important to remember that you can have multiple executors sharing responsibilities.
Another time, siblings were deeply divided over the distribution of their mother’s assets. We ultimately recommended establishing a trust to ensure impartial distribution according to her wishes, avoiding potential family conflict.
Barbara Jensen: What advice would you give to someone starting the estate planning process?
Start early! According to a 2021 survey by Caring.com, nearly 60% of Americans do not have a will. Don’t wait for a life-changing event to prompt action. Creating an estate plan is an act of love and responsibility towards your loved ones, ensuring their well-being even after you are gone.
Contact us today at The Law Firm of Steven F. Bliss Esq. so we can help you create a comprehensive plan tailored to your specific needs.
Testimonials
- “Steve Bliss and his team made the estate planning process incredibly smooth and stress-free. They were patient, attentive, and answered all my questions thoroughly.”
- ” I highly recommend The Law Firm of Steven F. Bliss Esq. for their professionalism, expertise, and genuine care for their clients. My family feels secure knowing our affairs are in order thanks to them.”
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 does it mean to “fund” a trust?” 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.
| Estate Lawyer Near Me |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Lawyer Near Me |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Estate Lawyer Near Me |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |