Reporter: Brenda Sanchez
Welcome back to our segment on local legal matters. Today we’re joined by Steve Bliss, an estate planning attorney here in Wildomar. Steve, thanks for taking the time to talk with us.
Steve Bliss: It’s a pleasure to be here, Brenda. I’m always happy to discuss the importance of estate planning with our community.
Steve, many people put off estate planning, thinking it’s only for the wealthy or those nearing retirement. Can you tell us why that’s a misconception?
Steve Bliss: You’re right, Brenda, there are many misconceptions about estate planning. It’s something everyone should consider, regardless of age or financial status. Essentially, estate planning is about protecting yourself and your loved ones by outlining your wishes for the future.
Accordingly, this involves deciding who will manage your assets if you become incapacitated and how those assets will be distributed after your passing. Even young adults with minimal assets benefit from having a basic plan in place, such as designating beneficiaries for retirement accounts or creating a healthcare directive.
Selecting an Executor or Trustee
Brenda, let’s delve into one of the key steps in estate planning: selecting an executor or trustee. Can you elaborate on this crucial decision?
Steve Bliss: Choosing the right executor or trustee is paramount. This individual or entity will be responsible for carrying out your wishes as outlined in your will or trust. They’ll handle tasks like paying bills, filing taxes, and distributing assets to your beneficiaries.
Consequently, it’s important to select someone trustworthy, organized, and capable of handling these responsibilities. This could be a family member, close friend, or professional trustee. I often advise clients to have open conversations with potential executors beforehand to ensure they are comfortable taking on the role.
Moreover, I encourage my clients to consider creating backup options in case their first choice is unable to serve.
I recall a situation where a client named her brother as executor. Unfortunately, he passed away unexpectedly before she did. Thankfully, we had designated a second individual, and the process continued smoothly.
It’s estimated that approximately 70% of Americans do not have a will or trust in place (Source: Caring.com). This highlights the critical need for estate planning and the importance of selecting the right individuals to carry out your wishes.
Closing
Steve, thank you so much for sharing this valuable information with our viewers today. How can people get started on their own estate plan?
Steve Bliss: I encourage anyone interested in learning more about estate planning to contact Wildomar Probate Law for a free consultation. We’ll work with you to develop a personalized plan that meets your unique needs and ensures peace of mind for yourself and your loved ones.
Testimonials
“Working with Steve Bliss and his team at Wildomar Probate Law was a truly positive experience. They made the complex process of estate planning easy to understand and guided us every step of the way. I feel confident knowing that my family is protected.”
– Susan K., Wildomar Resident
“Steve Bliss is an exceptional attorney who goes above and beyond for his clients. He took the time to listen carefully to our concerns and provided thoughtful advice tailored to our specific situation.”
– David M., Temecula Resident
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 is the difference between separate and community property?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Wildomar Probate Law
| California Estate Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Estate Attorney California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Estate Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Estate Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Estate Attorney Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Estate Attorney in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |