Estate Planning Essentials with Steve Bliss

Reporter: Maria Sanchez

Good evening, Moreno Valley residents! Tonight, we’re speaking with esteemed estate planning attorney Steve Bliss about the critical process of ensuring your assets are protected and your wishes are honored. Mr. Bliss, thank you for joining us.

Steve Bliss:

It’s a pleasure to be here, Maria. Estate planning is often overlooked but it’s truly vital for everyone, regardless of age or financial standing.

Maria Sanchez:

Absolutely. So, Steve, could you elaborate on one of the key steps in estate planning that you find particularly important?

Steve Bliss:

One crucial step is selecting an executor or trustee. This individual will be responsible for managing your estate after your passing. Choosing someone trustworthy and capable is paramount.

Consequently, I always advise my clients to carefully consider who they would want handling their affairs during a difficult time. It should be someone organized, financially savvy, and, most importantly, someone who understands and will respect your wishes.

Moreover, it’s essential to discuss the role with the potential executor or trustee beforehand. Ensure they are willing and able to take on this responsibility.

Notwithstanding these precautions, I once had a case where a client named a distant relative as executor without fully discussing their expectations. Unfortunately, this individual proved disorganized and overwhelmed by the task. Thankfully, we were able to work with the family and appoint a more suitable executor.

That experience underscored the importance of open communication and careful consideration when choosing an executor or trustee. It’s about finding someone who can act as a trusted steward for your legacy.

Maria Sanchez:

That’s a valuable lesson. Are there any statistics that highlight the importance of having a properly appointed executor?

Steve Bliss:

According to a 2021 study by Caring.com, approximately 60% of adults in the United States do not have a will or trust in place. This means their estates could end up being distributed according to state law, which may not align with their wishes.

Having a clear plan and appointing a trustworthy executor significantly reduces the risk of disputes and ensures that your assets are handled according to your desires.

Maria Sanchez:

Excellent advice. Steve, how can our viewers connect with you if they need assistance with their estate planning?

Steve Bliss:

You can reach Moreno Valley Probate Law at (951) 888-7088. We are dedicated to guiding individuals and families through the complexities of estate planning, ensuring their peace of mind.

“Steve Bliss and his team were incredibly helpful during a difficult time for our family. They made the probate process smooth and efficient, providing us with clear guidance and compassionate support.” – Sarah J

“Moreno Valley Probate Law is truly exceptional! Steve Bliss is knowledgeable, patient, and genuinely cares about his clients. He took the time to understand our needs and helped us create a comprehensive estate plan that gave us confidence for the future.” – David M


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 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: “How does Medi-Cal planning relate to estate planning?” Or any other related questions that you may have estate planning or my estate planning law practice.

Important Facts About Moreno Valley Probate Law
Moreno Valley Estate Planning Attorney
Moreno Valley Probate Law
23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Estate Planning Attorney California
Moreno Valley Probate Law
23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Estate Planning Attorney
Moreno Valley Probate Law
23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Moreno Valley Estate Planning Attorney
Moreno Valley Probate Law
23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Estate Planning Attorney Moreno Valley
Moreno Valley Probate Law
23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Credible Estate Planning Attorney in Moreno Valley
Moreno Valley Probate Law
23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949