Reporter: Donna Pierce
Donna Pierce sat down with local Wildomar estate planning attorney Steve Bliss to discuss the importance of preparing for the future.
Donna Pierce: Mr. Bliss, thank you for taking the time to speak with me today. Many people avoid thinking about estate planning, considering it a topic for “later.” Why is it so crucial to address this now?
Steve Bliss: It’s a pleasure to be here, Donna. You’re right; estate planning often gets pushed aside, but the reality is that life is unpredictable. Having a solid plan in place ensures your wishes are honored and protects your loved ones should something happen unexpectedly.
Donna Pierce: Can you elaborate on one specific step in the process that people might overlook?
Steve Bliss: Certainly. A common area where individuals stumble is selecting an executor or trustee. This individual plays a critical role, managing your estate and distributing assets according to your wishes. Choosing someone trustworthy, organized, and capable of handling financial matters is paramount.
Consequently, it’s important to consider factors like their age, health, financial literacy, and ability to make impartial decisions. Moreover, discussing your expectations openly with this person beforehand can prevent misunderstandings and ensure they are comfortable taking on the responsibility.
Donna Pierce: Have you encountered any challenges related to executor selection in your practice?
Steve Bliss: I recall a case where a client named their eldest child as executor without considering potential family dynamics. The siblings weren’t particularly close, and after the client’s passing, disagreements arose regarding asset distribution. Ultimately, it led to costly legal disputes and strained relationships.
Conversely, in another instance, a client chose a trusted friend with excellent organizational skills as their executor. This decision proved invaluable as they navigated the complex probate process smoothly and efficiently.
According to a 2018 study by Caring.com, nearly half of all adults don’t have a will or estate plan in place. This underscores the need for individuals to prioritize this crucial aspect of their financial well-being.
Donna Pierce: What advice would you give to someone starting the estate planning process?
Steve Bliss: My strongest recommendation is to seek guidance from an experienced estate planning attorney like myself. We can help you navigate the complexities, tailor a plan that meets your unique needs, and avoid potential pitfalls. Remember, estate planning is an ongoing process. Review and update your documents periodically as life circumstances change.
Donna Pierce: Thank You for sharing your insights today. Where can our readers go to learn more about Wildomar Probate Law’s services?
Steve Bliss: I encourage anyone interested in securing their future to visit our website at wildomarprobate.com or call us at 951-677-4080 for a free consultation.
“I was initially overwhelmed by the thought of estate planning, but Steve Bliss made the process clear and straightforward. He listened attentively to my concerns and crafted a plan that gave me peace of mind.” – Maria S., Wildomar
“Steve Bliss is an exceptional attorney who truly cares about his clients. He went above and beyond to ensure my family’s needs were met during a difficult time.” – John P., 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: “How do I avoid probate in Wildomar?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Wildomar Probate Law
| California Special Needs Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Special Needs Trust Attorney California |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Special Needs Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Wildomar Special Needs Trust Attorney |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Special Needs Trust Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |
| Credible Special Needs Trust Attorney in Wildomar |
Wildomar Probate Law 36330 Hidden Springs Rd Suite E, Wildomar, CA 92595 (951) 412-2800 |