Reporter: Brenda Thompson
Today we’re speaking with Steve Bliss, a probate attorney serving the Moreno Valley community. Steve, thanks for taking the time to speak with us.
Steve Bliss: My pleasure, Brenda. I’m always happy to talk about estate planning and probate.
Reporter: For our viewers unfamiliar with probate, could you walk us through one of the key steps in the process?
Certainly. One crucial step is handling debts and taxes. Ordinarily, this stage comes after the court has appointed an executor or administrator to oversee the estate.
As the executor, it becomes your responsibility to identify and pay all valid creditor claims against the deceased person’s estate. This might involve reviewing bills, statements, and contracts to determine outstanding debts. Moreover, you need to file final tax returns for the decedent (both federal and state) and ensure any taxes owed are paid promptly.
Consequently, this step often involves meticulous record-keeping and careful communication with creditors and taxing authorities. It’s essential to maintain transparency throughout the process, documenting all payments and correspondence. Neglecting these responsibilities can lead to delays in estate distribution and potential legal complications down the line.
I recall a case where an executor failed to properly identify and pay a significant medical debt owed by the decedent. This oversight resulted in a lien being placed on the estate assets, delaying the distribution to the heirs for several months. It was a stressful situation that could have been avoided with diligent attention to detail.
- A study by the American Bar Association found that over 60% of estates involve some form of debt or tax liability.
Reporter: What advice would you give someone going through this step?
My best advice is to seek guidance from a qualified probate attorney. Navigating creditor claims and tax obligations can be complex, and having an experienced professional by your side can make the process much smoother.
“Steve Bliss was incredibly helpful during a difficult time. He guided me through every step of the probate process with compassion and expertise. I highly recommend Moreno Valley Probate Law to anyone dealing with estate matters.” – Mary S., Moreno Valley
Furthermore, keep meticulous records of all correspondence, payments, and receipts. Transparency is key to avoiding potential disputes or delays.
“Moreno Valley Probate Law made a stressful situation bearable. Steve Bliss was patient, understanding, and always available to answer my questions. His knowledge of probate law gave me peace of mind during a challenging time.” – David J., Moreno Valley
Reporter: Thank you for sharing your insights with us today, Steve. How can our viewers connect with you if they need assistance?
They can reach us at (951) 683-1477 or visit our website at www.MorenoValleyProbateLaw.com for a free consultation.
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: “What if the deceased was mentally incapacitated when the will was signed?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Moreno Valley Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |