Estate Planning with Steve Bliss

A Conversation With Moreno Valley’s Leading Estate Planning Attorney

Today we’re speaking with Steve Bliss of Moreno Valley Probate Law, a leading estate planning attorney serving the Moreno Valley community. Steve, thanks for taking the time to chat with us.

The Importance of Selecting an Executor or Trustee

Steve, could you elaborate on the significance of choosing an executor or trustee during the estate planning process?

“Selecting the right person, whether an individual or a trusted entity, to handle your estate after you’re gone is paramount,” explains Steve. “This person will be responsible for carrying out the instructions outlined in your will or trust. They’ll manage assets, pay debts and taxes, and distribute remaining property according to your wishes.”

He continues, “Consequently, it’s crucial to choose someone trustworthy, organized, and capable of handling financial matters. Conversely, appointing someone unqualified can lead to complications, delays, or even disputes among beneficiaries.

Moreover, Steve emphasizes that open communication is key when discussing this role. “It’s essential to have a conversation with the person you’re considering to ensure they understand the responsibilities involved and are willing to accept the position,” he advises.

“I recall one instance where a client named his brother as executor, but they hadn’t spoken in years,” Steve shares. “The brother felt blindsided by the responsibility and ultimately declined, leading to delays and added stress for the family during an already difficult time.”

It’s worth noting that studies have shown that nearly 60% of estates experience some level of complication due to poorly chosen executors (Source: National Estate Planning Council). This underscores the importance of careful consideration when making this decision.

Taking Control of Your Legacy

Steve, what advice would you give to readers who are just starting to think about estate planning?

“The best time to start is now,” Steve encourages. “Estate planning isn’t just for the wealthy; it’s essential for everyone who wants to ensure their loved ones are cared for and their wishes are honored.” He concludes, “Contact Moreno Valley Probate Law today, and let us guide you through this important process.”

Testimonials

“Steve Bliss made the estate planning process straightforward and stress-free. His expertise and compassion were invaluable during a difficult time.”

– Sarah M., Moreno Valley

“Moreno Valley Probate Law exceeded my expectations. They provided clear, concise advice and helped me create an estate plan that met all my needs.”

– David L., Riverside


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 responsibilities of an executor in California?” 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 Attorney
  • Spendthrift Trust Attorney
  • Tax By-Pass Trust Attorney
  • Totten Trust Attorney
  • Constructive Trust Attorney
  • Charitable Trust Attorney
  • Asset Protection Trust Attorney
  • Irrevocable Trust Attorney
  • Revocable Trusts Attorney
  • Living Trust Attorney