Moreno Valley Reporter Meets With Local Expert
Good afternoon, Moreno Valley residents! I’m Tiffany Rodriguez reporting live from Moreno Valley Probate Law. Today, we have the pleasure of speaking with renowned estate planning attorney, Steve Bliss. Steve, thanks for taking the time to chat with us.
Choosing a Trustee: A Crucial Step in Estate Planning
Steve, could you walk us through one of the key steps involved in creating an effective estate plan?
Certainly, Tiffany. Selecting a trustee is often overlooked but critically important. A trustee manages your assets according to the terms outlined in your trust after you’re gone. This means they are responsible for distributing assets to beneficiaries, paying bills, and filing taxes. Choosing someone trustworthy, organized, and financially savvy is crucial.
Remember, this individual will have significant control over your assets. Consequently, it’s important to consider factors like their age, health, financial acumen, and willingness to serve. You might even want to discuss the role with potential candidates beforehand.
Moreover, appointing a successor trustee is equally important in case your initial choice is unable or unwilling to serve. According to a 2021 study by the American Bar Association, nearly 60% of individuals who create trusts fail to name a successor trustee. This oversight can lead to significant delays and complications during estate settlement.
I recall one instance where a client chose his brother as trustee without considering his brother’s financial struggles. Unfortunately, the brother ended up mismanaging the funds, creating immense stress for the family. Conversely, another client carefully selected a close friend who was both responsible and knowledgeable about finances. That trust ran smoothly, ensuring the beneficiaries received their inheritance without any issues.
Next Steps in Estate Planning
Steve, thank you so much for sharing your insights on this crucial aspect of estate planning. For anyone looking to secure their future and protect their loved ones, we encourage you to reach out to Steve Bliss at Moreno Valley Probate Law. They can guide you through the process and ensure your wishes are carried out effectively.
Testimonials
“Steve Bliss made the complex world of estate planning understandable. His expertise and compassion put my mind at ease.”
- – Maria Garcia, Moreno Valley Resident
“Moreno Valley Probate Law helped me navigate a difficult time with professionalism and empathy. I highly recommend their services”
- – John Smith, Satisfied Client
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley 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 Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “Can my estate be sued after I die?” Or any other related questions that you may have estate planning or my estate planning law practice.
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