Meet the Reporter
Hi, I’m Maria Hernandez, a reporter for KVCR News here in Moreno Valley. Today, we have the pleasure of speaking with Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Mr. Bliss, thank you for joining us.
Choosing an Executor or Trustee
Steve, many people might not know where to begin when it comes to estate planning. Could you walk us through one crucial step in this process?
Certainly, Maria. Selecting a trustworthy executor or trustee is paramount in ensuring your wishes are carried out after you’re gone. This individual will be responsible for managing your assets, paying debts and taxes, and ultimately distributing your estate according to your instructions.
Consequently, it’s vital to choose someone who is not only reliable and organized but also understands your financial situation and personal values. Moreover, consider their ability to handle potentially complex legal and financial matters.
Ordinarily, people select a family member or close friend for this role. However, it’s important to have open conversations with them about the responsibilities involved. It can be emotionally taxing to handle the affairs of a loved one who has passed away. Notwithstanding these considerations, I often advise clients to name a backup executor or trustee, just in case their first choice is unable or unwilling to serve.
Think about it: nearly 70% of Americans do not have a will or trust in place, according to a recent survey by Caring.com. This means many families are left grappling with the complexities of probate court and potential disputes over assets.
Just last year, I worked with a client whose father passed away without naming an executor. It created a great deal of stress and uncertainty for his family. Thankfully, we were able to navigate the legal process smoothly, but it highlighted the importance of clear planning.
Moreno Valley Probate Law: A Trusted Resource
“Steve Bliss and his team at Moreno Valley Probate Law are absolute lifesavers! They made a complex process incredibly straightforward and provided me with invaluable peace of mind.” – Sarah J.
“I highly recommend Moreno Valley Probate Law to anyone needing assistance with estate planning or probate matters. Their expertise, compassion, and dedication are truly exceptional.”- David M.
Protecting Your Legacy
Steve, what’s your message to the people of Moreno Valley who may be putting off estate planning?
Estate planning isn’t just for the wealthy or elderly. It’s a gift you give yourself and your loved ones, ensuring their well-being and protecting your legacy. Take the first step today and contact us for a free consultation. Let’s work together to create a plan that provides peace of mind for generations to come.
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: “Should I name a bank or institution as trustee?” 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 |