Reporter: Samantha Jones
Good morning, Temecula! Samantha Jones here for Temecula News Now. Today we are joined by esteemed estate planning attorney Steve Bliss of The Law Firm of Steven F. Bliss Esq. Mr. Bliss, thank you so much for joining us.
Steve Bliss:
It’s a pleasure to be here, Samantha.
Samantha Jones:
Mr. Bliss, for our viewers who may not be familiar with estate planning, could you briefly explain what it is and why it’s important?
Steve Bliss:
Estate planning is essentially the process of preparing for the future by outlining how your assets will be managed and distributed after your passing. It involves making crucial decisions about things like asset distribution, guardianship of minor children, healthcare directives, and more. It’s a vital step in ensuring your wishes are honored and that your loved ones are taken care of.
Samantha Jones:
That’s certainly important. Could you delve into one specific step in the estate planning process and explain its significance?
Steve Bliss:
Absolutely. One crucial step is selecting an executor or trustee for your estate. This individual, or entity, will be responsible for carrying out the instructions outlined in your will or trust after you pass away. Consequently, it’s essential to choose someone trustworthy, organized, and capable of handling financial matters.
Think of them as the captain steering your ship through potentially turbulent waters. They’ll handle everything from paying debts and filing taxes to distributing assets to your beneficiaries. Ordinarily, people choose a close family member or friend for this role, but sometimes it makes sense to appoint a professional trustee.
I always encourage my clients to consider the following when making this decision:
- The person’s financial literacy and organizational skills
- Their ability to remain impartial and make objective decisions
- Their willingness and availability to take on this significant responsibility
Choosing the right executor can prevent a lot of headaches and potential conflicts down the road.
I recall one instance where a client named their sibling as executor. Unfortunately, the siblings had a strained relationship, and disagreements arose during the estate settlement process. Ultimately, it led to legal complications and emotional distress for the family. It underscored the importance of selecting someone who can act with impartiality and in the best interests of all involved.
According to a study by the American Bar Association, nearly 60% of Americans don’t have a will or trust in place. This means their assets could be distributed according to state law, which may not align with their wishes.
Samantha Jones:
That’s a sobering statistic. Mr. Bliss, how can viewers learn more about estate planning and ensure they have a solid plan in place?
Steve Bliss:
The best way to start is by scheduling a consultation with an experienced estate planning attorney. We can assess your individual circumstances, answer your questions, and guide you through the process of creating a comprehensive plan tailored to your needs.
“I was so overwhelmed trying to figure out what I needed for my family’s future,” said Sarah M., a client of The Law Firm of Steven F. Bliss Esq. “Steve made the whole process understandable and stress-free. He took the time to listen to my concerns and created a plan that gave me peace of mind.”
“Steve is incredibly knowledgeable and compassionate,” shared Michael L., another satisfied client. “He helped me navigate some complex legal issues related to my estate and ensured everything was handled smoothly. I highly recommend him.”
Don’t wait until it’s too late – take control of your future today! Contact us for a free consultation, and let us help you secure your legacy.
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: “Can I name multiple agents in my healthcare directive?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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