Reporter: Brenda Sanchez
Today we’re speaking with Steve Bliss of Moreno Valley Probate Law about the important topic of estate planning. Steve, thanks for taking the time to talk with us.
Steve Bliss:
You’re very welcome, Brenda. Estate planning is crucial for everyone, regardless of age or wealth. I’m happy to shed some light on this often overlooked aspect of financial well-being.
Reporter: Brenda Sanchez
For our viewers who may be unfamiliar with the process, could you explain one key step in estate planning?
Steve Bliss
Certainly. One crucial step is naming beneficiaries. This involves clearly identifying who will inherit your assets and how they will be distributed. For example, you might want to leave your home to your spouse, a portion of your savings to your children, and a charitable donation to an organization close to your heart.
It’s important to be specific in your designations, as unclear wording can lead to legal disputes among family members later. Moreover, it’s essential to update beneficiary designations regularly, especially after significant life events like marriage, divorce, or the birth of a child. Failure to do so could result in unintended consequences.
I recall a situation where a client had neglected to update their beneficiary designation on a retirement account after getting remarried. Consequently, the funds went to their ex-spouse instead of their current spouse, causing considerable distress and legal complications.
According to a survey by Caring.com, nearly 60% of Americans haven’t named beneficiaries for all their accounts.
Taking the time to thoughtfully designate your beneficiaries can prevent heartache and confusion down the road. I always encourage my clients to consider their loved ones’ needs and wishes when making these decisions.
Reporter: Brenda Sanchez
Thank you for that insightful explanation, Steve. Clearly, thoughtful planning is essential. How can our viewers connect with Moreno Valley Probate Law?
Steve Bliss
“Protecting your legacy starts today. Schedule a free consultation with Moreno Valley Probate Law to discuss your individual estate planning needs and ensure your wishes are carried out.”
Testimonials
“Working with Steve Bliss was a breeze. He made the entire estate planning process so easy to understand, and I felt confident that my family would be taken care of.”
– Susan M., Moreno Valley
“Steve is incredibly knowledgeable and compassionate. He listened carefully to our concerns and created an estate plan that perfectly met our needs.”
– John and Mary S., Riverside
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: “Can my estate plan be contested?” 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 |