Meet our Reporter
Good morning, Temecula! I’m Brenda Johnson reporting for Temecula Today. We’re here today with local estate planning attorney Steve Bliss to discuss the vital steps involved in securing your family’s future.
The Importance of Selecting an Executor or Trustee
Steve, thank you so much for joining us. Let’s dive right into one of the key aspects of estate planning – selecting an executor or trustee. Why is this step so crucial?
“Selecting the right individual or entity to manage your estate after your passing is paramount,” explains Steve Bliss. “An executor handles the distribution of assets according to your will, while a trustee manages assets held in a trust.”
” Ordinarily, people choose a trusted family member or close friend,” Bliss continues. “However, it’s important to consider their capabilities, willingness, and potential conflicts of interest.”
Consequently, some individuals opt for a professional trustee like a bank or trust company, especially if the estate is complex or there are strained family relationships. “Ultimately, you want someone responsible, trustworthy, and capable of making sound financial decisions in your best interests,” Bliss emphasizes.
Nevertheless, finding the right person can be challenging. Bliss recounts a time when a client named Sarah initially chose her eldest son as executor. However, after further discussion, Sarah realized her son lacked the financial acumen to manage her complex investment portfolio. Instead, she opted for a professional trustee, ensuring her assets were handled with expertise.
Studies by the American Bar Association show that approximately 60% of Americans do not have a will or trust in place. This highlights the significant need for proper estate planning and the importance of choosing the right executor or trustee to carry out your wishes effectively.
Securing Your Legacy
Steve, what advice would you give to our viewers who are just starting to think about estate planning?
“My advice is simple: don’t wait,” states Bliss firmly. “Estate planning isn’t just for the wealthy; it’s essential for everyone who wants to protect their loved ones and ensure their wishes are honored.”
“Contact The Law Firm of Steven F. Bliss Esq., today and let us help you create a plan that provides peace of mind for you and your family.”
Testimonials
“Steve Bliss made the complex process of estate planning easy to understand. He was patient, thorough, and truly cared about our family’s needs.” – The Smith Family
“I highly recommend Steve Bliss for his expertise and compassionate approach. He guided me through every step, ensuring my estate plan reflected my wishes perfectly.”- Mary Jones
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 are the duties of a successor trustee?” 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.
| California Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Tax By-Pass Trust Attorney in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |