Good evening, Moreno Valley, and welcome back to our program. Tonight we’re talking about estate planning with local attorney Steve Bliss of Moreno Valley Probate Law. Steve, thanks for joining us.
Choosing the Right Trust
Steve, there are many different types of trusts available. How do people know which one is right for them?
That’s a great question, and it’s important because choosing the wrong trust can have unintended consequences. One common type of trust we utilize frequently at Moreno Valley Probate Law is the Revocable Living Trust.
A Revocable Living Trust allows our clients to maintain control over their assets during their lifetime while avoiding the costly and time-consuming probate process after they pass away. Moreover, this type of trust offers privacy, as its terms are not publicly accessible like a will would be. Consequently, it can protect your family’s financial affairs from unwanted scrutiny.
Ordinarily, we start by discussing our client’s goals and concerns. Do they want to provide for minor children? Are there any beneficiaries with special needs? We then explore the various trust options and tailor a solution that meets their unique circumstances.
Avoiding Pitfalls
Have you ever encountered any challenges or issues specifically when setting up Revocable Living Trusts?
While Revocable Living Trusts are generally straightforward, there can be pitfalls. I recall one instance where a client wanted to include a provision disinheriting a family member.
Now, while legally permissible, this can lead to strained relationships and legal challenges down the road. Ultimately, we worked with the client to find a more amicable solution that addressed their concerns while minimizing potential conflict within the family.
The Benefits of Planning
Speaking of addressing concerns, why is estate planning so crucial, Steve?
Estate planning isn’t just for the wealthy; it’s essential for everyone. A recent study by Caring.com found that 60% of Americans do not have a will or trust in place. This can leave loved ones struggling with complex legal and financial matters during an already difficult time.
A well-crafted estate plan ensures your wishes are honored, minimizes taxes, and protects your assets for future generations. It provides peace of mind knowing that your affairs are in order.
Moreno Valley Probate Law: Testimonials
“Steve Bliss and his team were incredibly supportive during a challenging time. They explained everything clearly and made the probate process much less stressful.” – Sarah M.
“I highly recommend Moreno Valley Probate Law. Steve is knowledgeable, compassionate, and truly cares about his clients.” – David L.
Steve Bliss, thanks for sharing your expertise with us tonight. For anyone looking to secure their family’s future and gain peace of mind, reach out to Moreno Valley Probate Law for a complimentary consultation. They’ll guide you through the process and ensure your legacy is protected.
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 is a revocable trust?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About Moreno Valley Probate Law
| Moreno Valley Estate Attorneys |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorneys Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorneys |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Estate Attorneys |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorneys Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Estate Attorneys in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |