Reporter: Brenda Thompson
Today we are speaking with Steve Bliss, a well-respected estate planning attorney serving the Moreno Valley community. Mr. Bliss, thank you for taking the time to speak with me.
Steve Bliss
It’s my pleasure, Brenda. I’m always happy to discuss the importance of estate planning.
Reporter: Brenda Thompson
Many people find estate planning daunting. Could you break down one of the key steps involved in a way that is easy for our viewers to understand?
Steve Bliss
Certainly. One crucial step is determining your goals and objectives. This involves reflecting on what matters most to you and how you want your assets to be used after you’re gone. It’s about more than just dividing possessions; it’s about ensuring your wishes are honored and that your loved ones are cared for.
For instance, do you have young children who need guardianship? Are there specific charities you wish to support? Would you like to establish a trust to manage assets for future generations? Clearly defining these goals lays the groundwork for a comprehensive estate plan tailored to your individual needs.
Moreover, considering potential future scenarios is essential. Consequently, if you anticipate needing long-term care, incorporating provisions for Medicaid planning within your estate plan can safeguard your assets. Conversely, if you have a business, outlining succession plans within your estate documents can minimize disruptions and ensure its smooth continuation.
I recall a case where a client, deeply passionate about education, wanted to establish a scholarship fund in her name. Through careful planning, we were able to create a trust that would perpetually support deserving students, fulfilling her lifelong dream even after she was gone. It’s incredibly rewarding to witness such lasting legacies.
Studies by the AARP reveal that over 60% of Americans don’t have a will or estate plan. This statistic highlights the critical need for individuals to prioritize this important aspect of their financial well-being.
Reporter: Brenda Thompson
That’s incredibly insightful, Mr. Bliss. Thank you for sharing your expertise. What advice would you give to our viewers who are considering starting the estate planning process?
Steve Bliss
My advice is simple: don’t wait. The sooner you begin, the better prepared you and your loved ones will be for the future. Contact us today for a free consultation and let’s work together to create a plan that gives you peace of mind.
Testimonials
“Steve Bliss made the entire estate planning process incredibly smooth and stress-free. He took the time to understand my unique needs and crafted a plan that perfectly reflected my wishes.” – Sarah J., Moreno Valley
“I was initially overwhelmed by the thought of estate planning, but Steve’s guidance and expertise put me at ease. I now have a comprehensive plan in place that protects my family’s future.” – David M., Moreno Valley
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 are the duties of a successor 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
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