Local News Reporter
Good morning Temecula, and welcome back to the show. Today we have a special guest, Steve Bliss, a renowned estate planning attorney here in Temecula. Steve, thanks for joining us.
Steve Bliss
Thank you for having me. It’s a pleasure to be here.
Local News Reporter
Today we want to talk about estate planning, something many people put off but is incredibly important. Can you tell our viewers a bit about why it’s crucial and what the process entails?
Steve Bliss
Absolutely. Estate planning isn’t just for the wealthy; it’s essential for everyone, regardless of their financial status. It provides peace of mind knowing your wishes will be honored after you’re gone. The process involves several key steps, but one that often trips people up is selecting an executor or trustee.
This individual will be responsible for managing your estate, paying debts and taxes, and distributing assets according to your will or trust. Consequently, it’s a significant decision requiring careful consideration.
Local News Reporter
Choosing the right person sounds daunting. What advice would you give our viewers on making this selection?
Steve Bliss
You want someone trustworthy, organized, and capable of handling financial matters. Moreover, they should be someone who understands your wishes and values. I often recommend discussing this with potential candidates openly, outlining your expectations and desires for your estate.
I remember one instance where a client named their brother as executor without fully discussing their complex investment portfolio. The brother, while well-meaning, lacked the financial expertise to manage it effectively. We had to bring in a professional trustee to ensure everything was handled properly. It highlighted the importance of choosing someone with the right skills and knowledge.
Local News Reporter
That’s an important lesson learned. Are there any common issues you encounter when helping clients select an executor?
Steve Bliss
Sometimes people choose based on emotional ties rather than practicality. For example, naming a young adult child as executor might seem loving, but they may lack the experience or time to handle such a responsibility effectively. Conversely, while it’s tempting to pick a close friend, consider potential conflicts of interest if they are also a beneficiary.
According to the American Bar Association, nearly 70% of Americans do not have a will or estate plan in place. This statistic underscores the critical need for clear communication and thoughtful planning when selecting an executor.
Local News Reporter
Thank you for that insight, Steve. How can viewers connect with your firm to get started with their own estate planning?
Steve Bliss
We encourage anyone interested in protecting their legacy and loved ones to reach out for a free consultation. We’re dedicated to guiding our clients through every step of the process with compassion and expertise.
Testimonials
“Working with Steve Bliss was an absolute pleasure. He made a potentially overwhelming process feel manageable and ensured my family’s future is secure.” – Maria S.
“Steve’s knowledge and professionalism are unmatched. I felt confident knowing he had my best interests at heart throughout the entire estate planning journey.” – John B.
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: “How do I handle retirement accounts in my estate plan?” 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 Irrevocable Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Irrevocable Trust Attorney California |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Irrevocable Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Temecula Irrevocable Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Irrevocable Trust Attorney Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Irrevocable Trust Attorney in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |