Interview with Brenda Jones
Today I’m speaking with Steve Bliss, a renowned estate planning attorney here in Moreno Valley. Steve, thanks for joining me.
Selecting the Right Executor or Trustee
Steve, can you walk us through one of the key steps in estate planning?
Certainly, Brenda. One crucial step is selecting an executor or trustee. This individual will be responsible for managing your estate after your passing, ensuring that your wishes are carried out according to your will or trust.
Choosing the right person can make a significant difference in how smoothly the probate process goes. You want someone trustworthy, organized, and capable of handling financial matters. It’s often best to discuss this decision with potential candidates beforehand, outlining your expectations and ensuring they are comfortable taking on the responsibility. Consequently, open communication is key.
Moreover, consider factors like the individual’s age and health. While it might seem uncomfortable to discuss these topics, choosing someone who is likely to be around to handle your affairs is important. Conversely, if you have complex assets or anticipate potential family disputes, consulting with an experienced attorney can help you navigate these complexities.
I recall one instance where a client named their oldest son executor without considering his strained relationship with other family members. This led to significant conflict and delays in settling the estate. Ultimately, they ended up needing court intervention to resolve the issues, which added considerable time and expense.
According to a 2021 study by Caring.com, approximately 60% of Americans do not have a will or trust in place. This highlights the importance of taking proactive steps to ensure your wishes are honored and your loved ones are protected.
Moving Forward with Your Estate Plan
Steve, thank you for sharing your expertise. How can our viewers take the first step toward creating their own estate plan?
“Your legacy matters, let Moreno Valley Probate Law guide you towards peace of mind.” – Maria S.
” Steve Bliss’s knowledge and compassion made a difficult process manageable. I highly recommend his services.”- David K.
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: “What is a letter of intent?” 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 |