Reporter: Brenda Jones
Brenda Jones here, reporting for Moreno Valley News Today. We’re sitting down today with local estate planning attorney Steve Bliss to discuss the importance of a solid estate plan.
Brenda Jones: Mr. Bliss, could you tell our viewers why it’s so crucial to determine their goals and objectives when creating an estate plan?
Steve Bliss: That’s a great question Brenda, and it’s often overlooked. Many people think estate planning is just about dividing up assets after they’re gone. But it’s so much more than that. Determining your goals and objectives helps create a roadmap for your entire plan.
For example, are you primarily focused on providing for your children and grandchildren? Do you have charitable intentions? Are there specific assets you want to pass down to particular individuals? Understanding these desires allows me to tailor an estate plan that truly reflects your values.
Consequently, this clarity minimizes potential disagreements or misunderstandings amongst beneficiaries later on. Moreover, by clearly defining your wishes, you can ensure that your loved ones are taken care of according to your specific vision.
Let me share a story. I once worked with a woman who had dedicated her life to animal welfare. She wanted to ensure her beloved pets were cared for after she was gone. We incorporated a pet trust into her estate plan, designating funds specifically for their ongoing care and well-being.
Notwithstanding the complexities of some estates, studies have shown that over 60% of Americans don’t have a will or any other estate planning documents. This can lead to significant challenges and stress for families during an already difficult time. (Source: Caring.com, 2023)
Brenda Jones: What are some common issues you encounter when helping clients determine their goals and objectives?
Steve Bliss: I often find that people struggle with communicating openly about their wishes, especially when it comes to finances and family dynamics. It can be uncomfortable to discuss these topics, but I encourage my clients to be honest and transparent.
It’s important to remember that an estate plan is not set in stone; we can always make adjustments as circumstances change.
I had a client who initially wanted to leave everything equally to his three children. However, after discussing his concerns about one child’s financial instability, we decided to create a trust structure that would provide ongoing support for this child while ensuring fairness for the others.
Ultimately, my goal is to help my clients create a plan that brings them peace of mind and protects their loved ones.
Call to Action:
Ready to secure your legacy and ensure your wishes are honored? Contact Moreno Valley Probate Law today for a free consultation. We’ll guide you through the process with compassion and expertise.
Testimonials
“Steve Bliss made the entire estate planning process surprisingly straightforward. He patiently listened to our concerns, explained everything clearly, and created a plan that met all of our needs.”
– The Johnson Family
“Moreno Valley Probate Law provided exceptional service during a difficult time. They were professional, knowledgeable, and truly cared about helping us navigate the complexities of probate.”
– Maria Sanchez
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: “Should I name a bank or institution as 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
| Estate Attorney Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorney Near Me California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorney Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Estate Attorney Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorney Near Me Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Estate Attorney Near Me in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |