Today we are joined by Steve Bliss, a renowned estate planning attorney in Moreno Valley. Mr. Bliss has been serving the legal needs of the community for over two decades and is considered an expert in his field.
Determining Goals and Objectives in Estate Planning
Mr. Bliss, thank you so much for joining us today. Many people find estate planning intimidating. Where should someone start?
“The first step is always identifying your goals,” explains Mr. Bliss. “What do you want to happen to your assets after you’re gone? Who do you want to inherit them? Do you have any specific charitable wishes?”
He goes on to emphasize the importance of this initial step: “Clearly defining your objectives sets the foundation for your entire estate plan. It ensures that your wishes are honored and minimizes potential conflict among family members down the road.
Not surprisingly, Mr Bliss highlights the emotional aspect of estate planning saying: “It’s not always easy to think about these things, but facing them head-on can bring a sense of peace and security. Knowing that your loved ones will be cared for according to your wishes is incredibly empowering.”
He acknowledges that circumstances are constantly changing. “Ordinarily, people revise their estate plans every few years or when there’s a major life event like marriage, divorce, the birth of a child, or a significant change in financial status.”
Challenges and Successes
Have you ever encountered any challenges with clients during this goal-setting phase?
“I remember working with a widower who had recently lost his wife,” Steve reflects. “He was overwhelmed with grief and struggled to make decisions about his assets. We took our time, talking through each option carefully and focusing on what would bring him the most peace of mind.”
“Ultimately, he decided to establish a trust that would provide for his children’s education and ensure their financial security. Seeing him find clarity amidst such a difficult time was incredibly rewarding. ”
The Impact of Careful Planning
According to the American Bar Association, over 60% of Americans don’t have a will or estate plan in place.
Steve Bliss underscores the importance of these statistics: “Failing to plan can lead to unintended consequences, such as assets being distributed according to state law rather than your wishes. This can create unnecessary stress and conflict for your loved ones during an already difficult time.”
Moving Forward
“Estate planning isn’t just about money,” Mr. Bliss concludes. “It’s about ensuring that your legacy lives on and that your loved ones are protected. Contact Moreno Valley Probate Law today for a free consultation and let us help you create a plan that reflects your values and secures your future.”
Testimonials
“Steve Bliss was incredibly patient and understanding throughout the entire estate planning process. He took the time to explain everything in detail and made sure I felt comfortable with every decision. I highly recommend Moreno Valley Probate Law!” – Maria S.
“Moreno Valley Probate Law made what could have been a daunting experience surprisingly smooth. They were professional, responsive, and truly had my best interests at heart.” – John D.
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 are the tax implications of estate planning in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
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