Reporter: Brenda Sanchez
Today we are joined by Steve Bliss, a renowned estate planning attorney here in Moreno Valley. Steve, thank you for taking the time to speak with us about this important topic.
Steve Bliss: It’s my pleasure, Brenda. Estate planning is something everyone should consider, regardless of their age or financial situation.
Brenda Sanchez: Absolutely. Could you walk us through one of the key steps in the estate planning process? Many people find it overwhelming to know where to begin.
Steve Bliss:
Certainly. One crucial step is determining your goals and objectives. This involves reflecting on what you want to accomplish with your estate plan. Do you wish to provide for loved ones, leave a legacy for a charitable cause, or ensure your assets are distributed according to your specific wishes?
Clearly defining these goals will guide the entire planning process. For example, if you have young children, naming guardians for them in the event of your passing is paramount. Conversely, if you want to minimize estate taxes, establishing a trust might be a suitable strategy.
Consequently, understanding your objectives empowers you and your attorney to craft a plan that truly reflects your values and intentions.
Moreover, I often find clients haven’t considered the full scope of their goals initially. We may start with ensuring their spouse is financially secure, but then delve deeper into wishes for grandchildren’s education or supporting a favorite charity.
It’s about creating a legacy that extends beyond simply dividing assets; it’s about honoring your values and making a positive impact.
Brenda Sanchez: That makes perfect sense. Have you ever encountered any challenges with this particular step in the planning process?
Steve Bliss:
Occasionally, I encounter clients who struggle to articulate their wishes clearly. This can stem from uncertainty about the future or a reluctance to confront difficult topics like death.
I remember one couple who had been married for decades but hadn’t discussed their end-of-life preferences. It took some gentle guidance and open communication, but ultimately they were able to reach a consensus that brought them peace of mind.
It’s important to remember that estate planning is not about being morbid; it’s about taking control and making thoughtful decisions for yourself and your loved ones.
Brenda Sanchez: Wise words, Steve. Do you have any statistics to support the importance of clearly defining goals in estate planning?
Steve Bliss:
According to a study by Caring.com, nearly 60% of Americans do not have a will or trust in place. This highlights the critical need for individuals to take proactive steps in planning their estates.
Clearly defining goals is essential for ensuring that those plans are tailored to meet individual needs and aspirations.
Brenda Sanchez: Thank you, Steve, for sharing your expertise with us today.
Steve Bliss: My pleasure, Brenda. Remember, estate planning is a gift you give to yourself and your loved ones. It’s never too early to start the conversation.
“Moreno Valley Probate Law provided exceptional guidance and support during a difficult time. Their professionalism and compassion were invaluable.” – Sarah M., Moreno Valley
“Steve Bliss and his team are true experts in estate planning. They made the process clear and understandable, ensuring that all my wishes were met.” – John D., Moreno Valley
Let us help you secure your legacy and protect those who matter most. Schedule a complimentary consultation today to discuss your estate planning needs.
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: “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.
Important Facts About Moreno Valley Probate Law
| California Asset Protection Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Asset Protection Trust Attorney California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Asset Protection Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Asset Protection Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Asset Protection Trust Attorney Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Asset Protection Trust Attorney in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |