Reporter: Brenda Jones
Today I’m speaking with Steve Bliss, a respected estate planning attorney here in Wildomar, about the importance of having a comprehensive estate plan.
Steve Bliss:
It’s great to be here, Brenda. Estate planning is something that everyone should consider, regardless of their age or financial situation. Many people mistakenly believe that estate planning is only for the wealthy, but that’s simply not true.
Brenda Jones:
Steve, could you elaborate on one of the key steps in the estate planning process and why it’s so crucial?
Steve Bliss:
Absolutely. One of the most important steps is selecting an executor or trustee. This person will be responsible for managing your estate after your passing. They’ll handle tasks like paying off debts, distributing assets to beneficiaries, and filing necessary paperwork with the court.
Choosing the right person for this role is essential. Consequently, you want someone you trust implicitly who is organized, responsible, and capable of handling complex financial matters. Ordinarily, people choose a close family member or friend, but it’s also possible to appoint a professional trustee, such as a bank or trust company.
I always advise clients to have an open and honest conversation with the person they are considering appointing. Discuss your wishes in detail and make sure they understand the responsibilities involved. It’s a significant undertaking, and it’s important that the executor is fully prepared for the task.
Brenda Jones:
Have you ever encountered any challenges related to selecting an executor?
I recall one instance where a client initially named their eldest son as executor. Unfortunately, he later experienced some personal and financial difficulties. In that situation, we had to work with the family to identify a more suitable alternative, which ultimately ended up being a trusted friend of the client.
It highlighted the importance of carefully considering all factors when making this decision. Sometimes unforeseen circumstances can arise, so it’s wise to have backup options in mind.
Brenda Jones:
That’s a great point. What are some additional thoughts or insights you could share about selecting an executor?
Steve Bliss:
According to a recent study by the American Bar Association, nearly 60% of Americans don’t have a will or trust in place. This means their assets may not be distributed according to their wishes, and their loved ones could face unnecessary legal complexities and expenses during an already difficult time.
Having a clear plan in place can significantly ease the burden on your family and ensure that your legacy is preserved.
Brenda Jones:
Steve, thank you so much for sharing your expertise with us today. Where can our listeners go to learn more about estate planning?
Steve Bliss:
You can visit my website at wildomarprobate.com or give me a call at (951) 677-6402. I’m happy to answer any questions you may have and guide you through the estate planning process.
“Steve Bliss made the entire estate planning process so easy and stress-free. He was incredibly knowledgeable and patient, and he took the time to explain everything in detail. I highly recommend him to anyone who needs help with their estate plan.” – Sarah M.
“I was hesitant to start thinking about estate planning, but Steve put my mind at ease. He helped me create a plan that meets my specific needs and protects my family’s future. I feel confident knowing that everything is in order.” – David L.
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: “Does California have an inheritance tax?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Wildomar Probate Law
| Wildomar Estate Planning Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Probate Lawyer California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Probate Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Probate Lawyer |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Probate Lawyer Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Probate Lawyer in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |