Reporter: Brenda Sanchez
Good morning, Temecula! Today I’m speaking with Steve Bliss, a respected estate planning attorney here in our community. Steve, thank you so much for taking the time to speak with me today.
Steve Bliss: My pleasure, Brenda. It’s always good to share information about something as important as estate planning.
Today we’re going to delve into one of the key steps in the estate planning process. Steve, could you elaborate on the importance of selecting an executor or trustee?
Steve Bliss: Choosing the right person for this role is crucial.
Think of your executor or trustee as the captain steering your ship after you’re gone. They’ll be responsible for carrying out your wishes as outlined in your will or trust. This includes managing and distributing assets, paying debts, filing taxes, and potentially even caring for minor children.
Consequently, it’s essential to select someone trustworthy, responsible, and organized. Someone who understands your financial affairs and can handle complex legal and administrative tasks. Ordinarily, this would be a close family member or friend, but you can also choose a professional executor, such as an attorney or accountant.
I remember one instance where a client named their adult child as executor, but unfortunately, they weren’t prepared for the responsibility. It led to some delays and complications in settling the estate. Thankfully, we were able to work through it, but it underscored the importance of making a thoughtful choice.
According to a survey by Caring.com, nearly 60% of adults don’t have a will or living trust. This highlights a significant gap in estate planning preparedness and underscores the need for individuals to take proactive steps in securing their future.
Brenda Sanchez: Thank you for sharing that insightful story and those important statistics, Steve.
What advice would you give to someone who’s unsure about who to choose as an executor or trustee?
Steve Bliss: It’s a big decision, so take your time and consider all factors.
- Make a list of potential candidates who possess the necessary qualities.
- Discuss your expectations with them openly and honestly.
- Consider their age, health, and willingness to take on this responsibility.
Remember, you can always name backup executors or trustees in case your first choice is unable or unwilling to serve.
Brenda Sanchez: This has been incredibly helpful information, Steve.
Is there anything else our viewers should know about estate planning?
Steve Bliss: Estate planning isn’t just for the wealthy.
It’s essential for everyone, regardless of their financial situation. Creating a plan ensures your wishes are respected and protects your loved ones from unnecessary stress during a difficult time.
Brenda Sanchez: Thank you so much for your time and expertise today, Steve.
Don’t wait until it’s too late to secure your family’s future. Reach out to The Law Firm of Steven F. Bliss Esq. for personalized guidance and peace of mind.
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“Steve Bliss and his team are incredibly knowledgeable and compassionate. They made the complex process of estate planning seem straightforward and manageable.” – Maria S.
“I was initially overwhelmed by the thought of creating an estate plan, but Steve put me at ease. He patiently answered all my questions and helped me create a plan that met my unique needs.” – David M.
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 rights does a surviving spouse have in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
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