Today we’re talking with Steve Bliss, a respected estate planning attorney serving the Moreno Valley community. Steve, thanks for joining us.
Taking Inventory of Your Assets: The Foundation of Estate Planning
Steve, can you walk us through one of the most crucial initial steps in estate planning?
Certainly. One of the foundational steps we always emphasize is taking a comprehensive inventory of your assets. This involves listing everything you own, from real estate and investment accounts to personal belongings and vehicles. People are often surprised by how much they actually own.
Consequently, it’s important to be thorough. This inventory serves as the basis for your estate plan, helping you understand what needs to be distributed and to whom. Moreover, having a clear picture of your assets allows you to make informed decisions about asset allocation and beneficiary designations.
A common challenge I see is that individuals underestimate the value of certain assets, such as heirlooms or collectibles. It’s essential to accurately assess these items for insurance purposes and to ensure they are properly distributed according to your wishes.
I recall a case where a client hadn’t considered a vintage comic book collection in their initial inventory. It turned out to be worth a significant sum, which dramatically changed the distribution plan. This highlighted the importance of carefully reviewing all possessions, no matter how seemingly insignificant.
According to the American Bar Association, over 60% of Americans do not have a will or estate plan in place. A detailed inventory is the first step towards addressing this gap and securing your loved ones’ financial future.
Moreno Valley Probate Law: Trusted Expertise
“Steve Bliss made the complex process of estate planning understandable and stress-free. His guidance was invaluable, and I feel confident that my family is well-protected.”
– Lisa M., Moreno Valley
“I highly recommend Moreno Valley Probate Law for their professionalism, compassion, and expertise. Steve Bliss took the time to listen to my concerns and craft a plan that met my unique needs.”
– John S., Moreno Valley
Securing Your Legacy
Steve, what’s the best way for our viewers to get started with estate planning?
The simplest step is to schedule a consultation. We can discuss your specific circumstances, goals, and concerns, and develop a personalized plan that provides peace of mind.
Let us help you secure your legacy. Contact Moreno Valley Probate Law today for a confidential conversation about your future.
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: “What does it mean to “fund” a trust?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| Moreno Valley Estate Planning Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Lawyer California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Probate Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Lawyer Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Probate Lawyer in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |