Interview with Brenda Sanchez, Temecula News
Today we are speaking with renowned Temecula estate planning attorney, Steve Bliss, about the importance of having a well-crafted plan in place.
Steve, thanks for joining us today. Could you tell our viewers why it’s so crucial to select an executor or trustee?
Brenda, it’s my pleasure. Choosing an executor or trustee is one of the most fundamental steps in estate planning. This individual will be responsible for carrying out your wishes as outlined in your will or trust after you pass away. Consequently, selecting someone trustworthy, organized, and capable is essential.
Think about it: your executor or trustee will manage your assets, pay debts and taxes, and distribute your belongings according to your instructions. They may also be responsible for caring for minor children if you have any. It’s a significant responsibility, and not something to be taken lightly.
Moreover, when selecting an executor or trustee, it’s important to consider factors such as their age, health, financial savvy, and ability to handle potentially complex legal and administrative tasks. Ordinarily, I recommend discussing this decision with potential candidates and ensuring they understand the role and are willing to accept the responsibility.
While many people choose a family member or close friend, it’s important to remember that not everyone is suited for this role. Sometimes, appointing a professional trustee, such as a bank or trust company, may be a better option, especially if your estate is complex.
I recall one instance where a client named their adult child as executor without fully discussing the complexities involved. Unfortunately, the child felt overwhelmed and ultimately resigned, leading to delays and complications in settling the estate. Had we discussed these potential issues upfront, perhaps a different solution would have been chosen.
What advice do you give clients who are hesitant about naming an executor or trustee?
I understand that this can be a difficult decision. It involves placing a great deal of trust in another person. My advice is to have open and honest conversations with potential candidates, outlining the responsibilities involved and addressing any concerns they may have.
It’s also important to remember that you are not locked into your choice forever. You can always revisit and revise your estate plan as circumstances change. According to a recent survey by the American Bar Association, over 60% of adults do not have a will or trust in place. This highlights the need for ongoing education and awareness about the importance of estate planning.
Ultimately, the goal is to create a plan that reflects your wishes and provides peace of mind for you and your loved ones.
Take the next step towards securing your legacy. Schedule a consultation with Steve Bliss today.
Testimonials
“Steve Bliss made the entire estate planning process stress-free. He was patient, thorough, and explained everything in plain language.” – Sarah M., Temecula
“I highly recommend Steve Bliss for all your estate planning needs. His expertise and compassion are invaluable.” – John D., Murrieta
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 is the difference between probate court and trust administration?” 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.
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |