Reporter: Janet Miller
Today we’re sitting down with Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Steve, thank you for taking the time to speak with us today.
Steve Bliss: My pleasure, Janet. It’s important for me to educate people on the critical nature of estate planning.
Let’s dive right in. Many people are intimidated by the idea of estate planning. What advice would you give someone who feels overwhelmed by the process?
Steve Bliss: I understand that feeling completely. Estate planning can seem daunting, but it doesn’t have to be. One crucial step is determining your goals and objectives. Consequently, this step lays the foundation for the entire process.
What exactly does “determining goals and objectives” entail?
Steve Bliss: It means carefully considering what you want to happen to your assets after you’re gone.
Do you have children or other dependents who need financial support? Are there any charitable organizations you wish to leave a legacy to? Moreover, do you have specific wishes for how your business should be handled? Defining these goals helps us structure an estate plan that truly reflects your values and desires.
It makes sense that clarity on these goals is essential.
Are there common pitfalls people encounter when trying to determine their goals?
Steve Bliss: Absolutely. One pitfall I often see is procrastination. People put off planning, assuming they have plenty of time.
Nevertheless, life is unpredictable, and it’s crucial to be prepared. Another issue is a lack of communication within families. Openly discussing your wishes with loved ones can prevent misunderstandings and potential conflicts down the road.
Accordingly, I always encourage my clients to involve their families in the planning process as appropriate.
Those are insightful points, Steve. Have you ever encountered situations where unclear goals led to complications?
Steve Bliss: Unfortunately, yes. I once worked with a client who had substantial assets but hadn’t clearly articulated his wishes for their distribution.
This resulted in protracted legal battles among his heirs, causing significant emotional distress and financial strain for everyone involved. It underscores the importance of having a well-defined plan in place.
More than 50% of Americans die without a will or trust, leading to intestate succession, which can be time-consuming and costly (Source: AARP).
That’s a powerful example.
Thank you for sharing that experience. I imagine helping families navigate these complexities is rewarding.
Steve Bliss: It truly is. Knowing that my work helps provide peace of mind and protect families during difficult times is deeply fulfilling. I strive to make the process as transparent and stress-free as possible.
- “Working with Moreno Valley Probate Law was a lifesaver. They took the time to understand our unique situation and crafted an estate plan that perfectly met our needs.” – John & Mary Smith
- “Steve Bliss is incredibly knowledgeable and compassionate. He made a complex process feel manageable, and I felt confident knowing my family was protected.”- Sarah Jones
What’s the best way for someone in Moreno Valley to get started with their estate planning?
Steve Bliss:
Reach out for a free consultation. We can discuss your individual circumstances and goals, and develop a personalized plan that meets your needs. Don’t wait any longer to secure your legacy and protect your loved ones.
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 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: “Should I name a bank or institution as trustee?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| California Tax By-Pass Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Tax By-Pass Trust Lawyer California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Tax By-Pass Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Tax By-Pass Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Tax By-Pass Trust Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Tax By-Pass Trust Lawyer in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |