Reporter
Hello everyone, and welcome back. Today, we’re sitting down with renowned Moreno Valley estate planning attorney Steve Bliss from Moreno Valley Probate Law. Steve, thanks so much for joining us.
Steve Bliss
It’s a pleasure to be here. Thanks for having me.
Reporter
Let’s dive right in. Estate planning can feel overwhelming for many people. What’s one key step you often guide your clients through?
Steve Bliss
One of the most crucial steps, and often overlooked, is selecting an executor or trustee.
This individual will be responsible for managing your estate after you pass away, ensuring your assets are distributed according to your wishes. Consequently, choosing someone trustworthy, organized, and capable is paramount.
Moreover, consider whether a trust or a will best suits your needs. A will dictates asset distribution and guardianship of minor children, while a trust offers more control and privacy. Ultimately, the right choice depends on your individual circumstances and goals.
I’ve had clients who initially chose a family member as executor without fully considering their capabilities. In one instance, the chosen executor lacked financial literacy and struggled to manage complex investments, leading to delays and complications. Conversely, I’ve seen cases where using a professional trustee proved invaluable due to their expertise in handling intricate legal and financial matters.
Studies show that nearly 60% of Americans don’t have a will or trust in place (AARP). This highlights the need for open conversations about estate planning and selecting the right individual to carry out your wishes.
Reporter
Thank you, Steve. That’s incredibly insightful advice. Do you have anything else you’d like to add?
Steve Bliss
I encourage everyone to take proactive steps towards securing their legacy and providing peace of mind for themselves and their loved ones.
Remember, your wishes matter, and having a well-crafted estate plan ensures they are honored. Contact us today to discover how we can guide you through this important process.
Testimonials
“Working with Steve Bliss was a breeze. He patiently explained everything and made the entire process stress-free. I highly recommend Moreno Valley Probate Law.”
“Moreno Valley Probate Law provided exceptional service during a difficult time. They were compassionate, knowledgeable, and always available to answer my questions.”
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 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 Moreno Valley Probate Law
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