Reporter: Brenda Jones
Today I’m speaking with Steve Bliss, a renowned estate planning attorney here in Wildomar, about the importance of having a solid plan in place for the future. Steve, thank you for taking the time to speak with me.
Steve Bliss: My pleasure, Brenda. I believe everyone should have a comprehensive estate plan, regardless of their age or financial status.
I’m glad to hear that. Now, there are many steps involved in creating an estate plan. Could you elaborate on one step that is crucial for ensuring everything runs smoothly?
Steve Bliss: Absolutely. One key step is selecting an executor or trustee. This individual will be responsible for managing your assets and carrying out the instructions outlined in your will or trust after your passing.
Choosing the right person for this role is vital, as they will have significant responsibilities.
You want someone trustworthy, organized, and capable of handling financial matters. Ordinarily, people select a close family member or friend. However, it’s important to consider if that person has the time, skills, and emotional capacity to take on such a role during a difficult time.
Sometimes, individuals opt for a professional executor or trustee, like a bank or trust company. This can be a good option if your estate is complex or if you don’t have anyone you feel completely comfortable entrusting with this responsibility.
I remember one instance where a client named his brother as executor. Unfortunately, the brother was going through personal financial difficulties at the time and ultimately mismanaged some of the estate assets. Consequently, it led to significant legal complications and family discord.
Conversely, I’ve seen situations where clients carefully considered all options and selected a trusted friend who proved to be an exceptional executor, handling everything with diligence and compassion.
According to a study by the American Bar Association, approximately 55% of adults in the United States do not have a will or estate plan. This lack of preparation can lead to significant stress and hardship for loved ones during an already challenging time.
Brenda Jones: Thank you for sharing those insights, Steve. What advice would you give to our readers who are considering estate planning?
Steve Bliss: My advice is simple: don’t wait. Start the process today. A well-crafted estate plan provides peace of mind knowing that your wishes will be honored and your loved ones will be protected.
Think about it this way, wouldn’t you want to ensure that your assets are distributed according to your intentions, rather than leaving it up to the courts to decide?
Brenda Jones: I wholeheartedly agree. Steve, how can our readers get in touch with you to learn more about estate planning?
Steve Bliss: They can visit our website at WildomarProbateLaw.com or call us directly at (951) 683-1454 for a free consultation. I’m always happy to answer questions and guide people through the process.
“We recently worked with Steve Bliss on updating our estate plan, and we were incredibly impressed with his professionalism and attention to detail. He made the entire process straightforward and stress-free. We highly recommend Wildomar Probate Law to anyone looking for exceptional legal guidance.” – John & Susan Smith, Wildomar
“Steve Bliss was a lifesaver when we needed help navigating the complexities of probate after my mother’s passing. He was compassionate, knowledgeable, and always available to answer our questions. I wouldn’t hesitate to recommend him to anyone facing similar challenges.” – Lisa Miller, Lake Elsinore
About Steven F. Bliss Esq. at Wildomar Probate Law:
Wildomar Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Wildomar Probate Law. Our probate attorney will probate the estate. Attorney probate at Wildomar Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Wildomar Probate law will petition to open probate for you. Don’t go through a costly probate call Wildomar Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Wildomar 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 Wildomar Probate Law: https://maps.app.goo.gl/uBJKvB4rxUb7L9HZ7
Address:
Wildomar Probate Law36330 Hidden Springs Rd Suite E, Wildomar, CA 92595
(951) 412-2800
Feel free to ask Attorney Steve Bliss about: “What happens to jointly owned property in estate planning?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Wildomar Probate Law
| California Spendthrift Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Spendthrift Trust Lawyer California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Spendthrift Trust Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Spendthrift Trust Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Spendthrift Trust Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Spendthrift Trust Lawyer in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |