Estate Planning Interview with Steve Bliss

Meet the Reporter

Hello, Moreno Valley residents! My name is Jessica Ramirez reporting for the Moreno Valley News Today. Today we’re talking about estate planning, something many of us put off but truly shouldn’t.

Introducing Steve Bliss

Joining me today is Steve Bliss, a highly respected Estate Planning Attorney right here in Moreno Valley. Mr. Bliss, thanks for taking the time to chat with us.

The Importance of Selecting an Executor or Trustee

Steve, can you tell us about one of the most important steps involved in estate planning?

Absolutely Jessica. One crucial step is selecting an executor or trustee. This individual will be responsible for managing and distributing your assets according to your wishes after you’re gone. Consequently, it’s a decision that shouldn’t be taken lightly.

You want someone trustworthy, organized, and capable of handling potentially complex financial matters. Moreover, it’s important to discuss this role with the person you have in mind beforehand to ensure they are willing and able to take on the responsibility.

Choosing the right executor or trustee can prevent disputes and delays down the road. Ordinarily, family members are selected for this role, but sometimes a neutral third party, such as an attorney or financial institution, may be a better choice depending on your specific circumstances.

Notwithstanding the complexities involved, having a designated executor or trustee brings peace of mind knowing that your affairs will be handled according to your wishes.

Real-Life Experiences

Steve, have you ever encountered any challenges related to selecting an executor or trustee?

I recall one instance where siblings disagreed about who should be the executor. It became quite emotional. After careful discussions and reviewing their parents’ wishes, we were able to find a solution that honored everyone involved.

Sometimes these conversations can be difficult, but they are crucial. I always encourage clients to openly communicate with their loved ones about their estate plan to minimize potential conflicts in the future.

Statistical Insights

Studies by Caring.com reveal that nearly 60% of Americans don’t have a will or estate plan. This highlights the importance of raising awareness about this critical aspect of financial planning.

Moving Forward with Confidence

Steve, any final words for our viewers?

Estate planning may seem daunting, but it is a gift you give yourself and your loved ones. By taking proactive steps today, you can ensure a smoother transition for your family in the future.

Testimonials

“Mr. Bliss made a complex process feel manageable. He was patient, understanding, and truly cared about my family’s needs.” – Maria Sanchez, Moreno Valley Resident.

“I highly recommend Moreno Valley Probate Law. Steve’s expertise and guidance were invaluable in navigating the estate planning process.”- John Rodriguez, Moreno Valley Business Owner

Ready to Secure Your Legacy?

Let us guide you through the intricate world of estate planning, ensuring your wishes are honored and your loved ones are protected. Call Moreno Valley Probate Law today for a free consultation.


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: “Can I write my own will or trust?” 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 Attorneys
  • Spendthrift Trust Attorneys
  • Tax By-Pass Trust Attorneys
  • Totten Trust Attorneys
  • Constructive Trust Attorneys
  • Charitable Trust Attorneys
  • Asset Protection Trust Attorneys
  • Irrevocable Trust Attorneys
  • Revocable Trusts Attorneys
  • Living Trust Attorneys