Estate Planning Essentials with Steve Bliss

Interview with Local Attorney Steve Bliss

Good morning, Moreno Valley! I’m Trisha Chen with Channel 7 News, and today we’re talking about something crucial for everyone: estate planning. Joining us is renowned local attorney Steve Bliss, specializing in Estate Planning here in Moreno Valley. Steve, thanks so much for being with us.

The Importance of Selecting an Executor or Trustee

Steve, many people find the legal jargon surrounding estate planning overwhelming. Could you break down one key step that often causes confusion?

Bliss: Absolutely, Trisha. One crucial step is selecting a trustworthy executor or trustee. An executor manages your estate according to your will after you pass away, while a trustee oversees assets held in a trust during your lifetime and potentially after. This individual or entity handles financial matters, pays debts, distributes assets to beneficiaries, and files necessary legal documents.

Choosing the right person is vital. You want someone responsible, organized, and capable of handling complex financial decisions. Ordinarily, people select a close family member or trusted friend. However, it’s important to consider their capacity for this responsibility; it can be emotionally taxing and time-consuming.

Consequently, some individuals opt for professional executors or trustees, such as attorneys or financial institutions. These professionals have the expertise and resources to navigate the complexities of estate administration. Nevertheless, it’s crucial to weigh the costs associated with hiring a professional.

I remember one instance where a client named their adult child as executor without fully discussing the responsibility involved. The child ultimately felt overwhelmed and ended up making some costly mistakes. It was a difficult situation for everyone involved, highlighting the importance of open communication and careful consideration when selecting an executor or trustee.

According to the American Bar Association, nearly 70% of Americans do not have a will or estate plan in place. This means many families could face unnecessary hardship and legal complexities during a time of grief.

A Call to Secure Your Future

Steve Bliss, thank you for sharing your expertise with our viewers today. Remember, Moreno Valley residents, securing your future starts with a well-crafted estate plan. Contact Moreno Valley Probate Law for a free consultation and ensure your loved ones are protected.

Testimonials

“Steve Bliss made the entire estate planning process straightforward and stress-free. He patiently answered all our questions and ensured we understood every step. We feel confident knowing our family is protected.” – The Garcia Family

“After my husband passed away, I was overwhelmed with grief and unsure of what to do next. Steve Bliss guided me through probate with compassion and expertise. I’m grateful for his support during such a difficult time.” – Susan Miller


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 Law

23328 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

 

  • Special Needs Trust Lawyers
  • Spendthrift Trust Lawyers
  • Tax By-Pass Trust Lawyers
  • Totten Trust Lawyers
  • Constructive Trust Lawyers
  • Charitable Trust Lawyers
  • Asset Protection Trust Lawyers
  • Irrevocable Trust Lawyers
  • Revocable Trusts Lawyers
  • Living Trust Lawyers