Reporter: Samantha Jones
Today we’re speaking with Steve Bliss of Wildomar Probate Law about estate planning. Steve, thanks for taking the time to talk with us.
Steve Bliss:
It’s my pleasure, Samantha. I’m always happy to discuss the importance of estate planning with the community.
Reporter: Samantha Jones
Many people put off estate planning, thinking it’s only for the wealthy or elderly. Can you explain why that’s not necessarily true?
Steve Bliss:
You are absolutely right. Estate planning is essential for everyone, regardless of age or financial status. Consequently, having a plan in place ensures your wishes are honored and protects your loved ones. Even if you don’t have a large estate, a will can designate guardianship for minor children and simplify the distribution process.
Moreover, estate planning isn’t just about what happens after you pass away. It can also include powers of attorney, which allow someone you trust to make financial and healthcare decisions on your behalf if you become incapacitated. This is crucial for ensuring your well-being even if you are unable to express your wishes.
A recent study by Caring.com found that over 60% of Americans don’t have a will. That means their assets may be subject to lengthy probate proceedings and potentially divided against their wishes, adding stress and complexity for their families during an already difficult time.
Reporter: Samantha Jones
Today let’s focus on selecting an executor or trustee. What considerations should people keep in mind when making this important decision?
Steve Bliss:
Choosing the right executor or trustee is critical. This individual will be responsible for managing your estate, paying debts and taxes, and distributing assets according to your wishes. Ordinarily, I recommend selecting someone trustworthy, organized, and capable of handling financial matters. It’s important to have an open and honest conversation with them about their willingness and ability to take on this responsibility.
Notwithstanding their trustworthiness, it’s wise to consider backup options in case your first choice is unable or unwilling to serve. I recall a situation where the chosen executor passed away shortly after the testator, creating confusion and delay in settling the estate. Having a contingency plan prevented further complications during an already emotional time.
Remember, this person will be making important decisions on behalf of your loved ones. Make sure they are someone you trust implicitly and who understands your values and wishes.
Reporter: Samantha Jones
Thank you for sharing your insights, Steve. What’s the best way for our viewers to learn more about estate planning and Wildomar Probate Law?
Steve Bliss:
I encourage anyone with questions or concerns about estate planning to reach out to us at Wildomar Probate Law. We offer free consultations and are dedicated to providing compassionate and personalized guidance.
Testimonials
“Steve Bliss helped me navigate a complex probate process after the loss of my mother. He was incredibly patient, understanding, and knowledgeable. I highly recommend his services.” – Sarah J.
“Wildomar Probate Law made estate planning seem less daunting. They explained everything clearly and helped me create a plan that met my specific needs and protected my family’s future.” – Michael K.
Let us guide you through the process of securing your legacy. Your peace of mind is our priority.
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: “Can I create a joint trust with my spouse?” Or any other related questions that you may have estate planning or my estate planning law practice.
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