Today we’re joined by Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Mr. Bliss, thanks for taking the time to speak with us.
Determining Your Estate Planning Goals
Steve, many people find estate planning overwhelming. Where do you suggest someone begin?
I always advise my clients to start by clearly defining their goals and objectives. What do they envision happening to their assets after they’re gone? Who are the beneficiaries they want to provide for, and in what way? This foundational step sets the stage for all other decisions in the estate planning process.
Consequently, understanding your priorities helps us determine the best legal instruments, such as a will or trust, to achieve those goals. Moreover, it allows us to tailor the plan to address specific needs, like providing for minor children, charitable giving, or minimizing estate taxes.
Notwithstanding these thoughtful considerations, I’ve encountered situations where individuals postpone estate planning due to discomfort discussing sensitive topics like mortality. Yet, facing these issues head-on ensures your wishes are honored and loved ones are protected.
I recall a client who initially hesitated to create a will because he felt it was “tempting fate.” However, after we discussed the importance of providing for his young daughter in case something unforeseen happened, he readily embraced the process. Seeing his newfound peace of mind was incredibly rewarding.
According to a 2021 study by Caring.com, only 33% of Americans have a will or living trust. This highlights the urgent need for greater awareness about the benefits of estate planning.
Seeking Legal Guidance
Steve, why is it crucial to work with an experienced estate planning attorney?
Estate planning involves complex legal requirements that vary from state to state. An attorney like myself can navigate these intricacies, ensuring your documents are legally sound and effectively carry out your wishes.
Moreno Valley Probate Law: Trusted Guidance for Your Future
“Steve Bliss provided clear explanations and compassionate support throughout the entire process. He truly went above and beyond to ensure my family was protected.” – Maria S.
“I highly recommend Moreno Valley Probate Law. Steve is a skilled attorney who made estate planning feel manageable and less daunting. I now have peace of mind knowing my affairs are in order.”- John D.
Ready to secure your legacy and protect your loved ones? Contact Moreno Valley Probate Law today for a personalized 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: “How does Medi-Cal planning relate to estate planning?” Or any other related questions that you may have estate planning or my estate planning 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 |