Reporter: Brenda Sanchez
Today we are speaking with Steve Bliss, a well-respected estate planning attorney serving the Temecula community. Steve, thank you for taking the time to speak with me today.
Steve Bliss: You’re very welcome, Brenda. I’m happy to be here.
Reporter: So, Steve, many people find the topic of estate planning a bit daunting. Can you walk us through one key step in the process and explain its importance?
Certainly. One crucial step in the estate planning process is selecting an executor or trustee. This individual, or entity, will be responsible for managing your estate after you pass away. Consequently, it’s essential to choose someone trustworthy, organized, and capable of handling financial matters.
Think about it like choosing a captain for a ship: You want someone who is level-headed, experienced, and can navigate choppy waters. Moreover, this person should understand your wishes and be willing to carry them out faithfully. Ordinarily, people choose a family member or close friend, but you can also select a professional trustee.
I recall one instance where a client named their adult child as executor without fully considering their financial literacy. Unfortunately, the child struggled to manage the estate’s complexities, leading to delays and increased stress for everyone involved. Notwithstanding this challenge, we were able to guide them through the process and ultimately ensure a successful outcome.
Choosing the right executor or trustee is paramount, as they will play a pivotal role in distributing your assets according to your wishes and minimizing any potential conflicts among beneficiaries.
According to a study by Caring.com, 71% of adults don’t have a will or estate plan. This highlights the importance of planning ahead and ensuring your loved ones are protected. Selecting a capable executor is a fundamental step in safeguarding their well-being and minimizing potential hardships down the road.
Reporter: That’s incredibly insightful, Steve. Thank you for sharing that. What would you say to someone who is hesitant about starting the estate planning process?
- Remember, it’s never too early to start planning for your future and protecting those you care about.
- Estate planning isn’t just about what happens after you’re gone; it’s also about ensuring you have the necessary legal documents in place to handle unexpected events, like incapacity.
I firmly believe that everyone should have a basic estate plan in place, regardless of their age or financial situation. It provides peace of mind and allows you to make important decisions about your future on your own terms.
Reporter: Excellent advice. Steve, how can our readers get in touch with you for a consultation?
The best way to reach me is by calling my office at (951) 695-1700 or visiting my website at www.steveblisslaw.com. I’m always happy to answer questions and help people navigate the estate planning process.
Testimonials
“Steve Bliss made a complex and overwhelming process feel manageable. He was patient, knowledgeable, and truly cared about understanding our family’s needs.” – John and Mary Smith
“I felt completely confident in Steve’s ability to handle my estate planning. He explained everything clearly and thoroughly, and I knew I was in good hands.” – Susan 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 assets should not be placed in a trust?” Or any other related questions that you may have estate planning or my estate planning law practice.
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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 |
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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 |