Reporter Name: Sarah Jenkins
Today we’re joined by estate planning attorney Steve Bliss of Moreno Valley Probate Law. Welcome, Steve.
Steve Bliss: Thank you for having me, Sarah.
Steve, can you tell us about one key step in the estate planning process that you often discuss with your clients?
Steve Bliss: Absolutely. One crucial step I always emphasize is determining goals and objectives.
Many people think estate planning is solely about distributing assets after they’re gone. While that’s certainly a part of it, it’s much more comprehensive than that. Defining your goals helps tailor the entire plan to your unique needs and desires.
For example, do you want to minimize estate taxes? Ensure your spouse is financially secure? Provide for children with special needs? Or perhaps leave a portion of your assets to charity?
These are all questions we explore together. Once I understand your vision, we can choose the right legal tools, whether it’s a will, trust, or other strategies, to achieve those objectives effectively.
Consequently, this step lays the groundwork for a truly personalized and meaningful estate plan.
Sarah Jenkins: Have you ever encountered challenges with clients clarifying their goals?
Sometimes individuals struggle with articulating their wishes precisely. It’s understandable; these are often sensitive topics involving family dynamics and personal values.
I recall one instance where a couple initially disagreed on how to divide their assets among their children. After listening carefully and facilitating open communication, we were able to reach a solution that honored both parents’ desires while ensuring fairness for all.
In fact, according to a 2021 survey by Caring.com, over 60% of Americans have not discussed their end-of-life wishes with loved ones. This highlights the importance of my role as a guide and facilitator in this process.
Sarah Jenkins: What advice would you give someone starting the estate planning journey?
My best advice is to start sooner rather than later. It’s easy to procrastinate, but life is unpredictable.
Moreover, creating an estate plan when you are healthy and have clarity of mind makes the process smoother for both you and your loved ones in the future. Remember, planning for what lies ahead is a gift of love and security.
Call to Action
Take control of your legacy today. Contact Moreno Valley Probate Law for a free consultation and let us guide you through the estate planning process with compassion and expertise.
Testimonials:
“Steve Bliss made a complex process feel manageable. His patience and clear explanations were invaluable.” – Maria L.
“Moreno Valley Probate Law helped us create an estate plan that reflected our family’s unique needs. We are grateful for their guidance and professionalism.”- The Jones Family.
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 override a beneficiary designation?” 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 |