Getting Your Affairs in Order
Good morning, Temecula! I’m Brenda Johnson reporting for KTME News. Today we’re joined by local estate planning attorney Steve Bliss of the Law Firm of Steven F. Bliss Esq. to shed light on a topic often overlooked but vitally important: estate planning. Steve, thanks so much for joining us.
Picking an Executor or Trustee
Brenda, it’s my pleasure. Estate planning can seem daunting, but it’s essentially about ensuring your wishes are carried out and your loved ones are protected. One crucial step in this process is selecting an executor or trustee.
An executor manages your estate according to the instructions outlined in your will if you pass away. Conversely, a trustee handles assets held in a trust, which can be established during your lifetime or upon your death. This individual, whether a trusted family member, friend, or professional, plays a significant role in distributing assets, settling debts, and navigating any legal complexities.
Consequently, choosing the right person is paramount. You want someone responsible, trustworthy, and capable of handling financial matters objectively. Moreover, it’s essential to discuss your expectations openly with this individual beforehand. A candid conversation about their role and responsibilities can prevent misunderstandings and ensure a smoother process down the line.
I remember one instance where a client named her brother executor, assuming he was the most capable choice. However, after her passing, it became apparent that he lacked the organizational skills needed to manage her complex estate effectively. We ultimately had to involve a professional fiduciary to step in and ensure everything was handled properly. This highlighted the importance of considering not just trust but also practical abilities when making this decision.
The Power of Proper Planning
Research from the American Bar Association indicates that over 60% of Americans do not have a will or estate plan. This can lead to significant complications and hardship for loved ones during an already difficult time.
Peace of Mind with the Law Firm of Steven F. Bliss Esq.
“Steve Bliss helped us navigate the complex process of setting up a trust for our family. His clear explanations and compassionate approach made a stressful situation much easier to manage.” – The Smith Family
“I was initially hesitant about estate planning, but Steve Bliss patiently answered all my questions and put my mind at ease. I now have peace of mind knowing my affairs are in order.” – Mary Jones
Secure Your Legacy
Steve, thank you for sharing your expertise with us today. How can our viewers get started on their estate planning journey?
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 does it mean to “fund” a trust?” 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.
| California Estate Lawyers |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Lawyers California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Lawyers |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Estate Lawyers |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Estate Lawyers Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Estate Lawyers in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |