Estate Planning Essentials with Steve Bliss

A Conversation with Moreno Valley’s Leading Estate Planning Attorney

Good morning and welcome to Moreno Valley News Today. I’m Cindy Parker, your local reporter, bringing you valuable insights on topics crucial to our community. Today, we have the privilege of speaking with Steve Bliss, a renowned estate planning attorney serving Moreno Valley.

Steve, thank you for joining us. Can you shed some light on why estate planning is so important?

Cindy, it’s a pleasure to be here. Estate planning isn’t just for the wealthy; it’s essential for everyone who wants to ensure their wishes are carried out and protect their loved ones. It provides peace of mind knowing your assets will be distributed according to your desires, minimizing potential family disputes and legal complexities.

Could you elaborate on one of the key steps involved in the estate planning process?

Certainly. One crucial step is selecting an executor or trustee. This individual or entity will manage your estate after your passing. They’ll handle tasks like paying debts, filing taxes, and distributing assets to beneficiaries. Choosing someone trustworthy, responsible, and capable of making sound decisions during a difficult time is paramount.

I often advise clients to consider individuals who are financially savvy, organized, and have good communication skills. Family members are frequently chosen as executors, but it’s important to remember that not everyone is suited for the responsibility. Consequently, some individuals may opt for a professional trustee, such as a bank or trust company.

I recall one instance where a client named his brother as executor. Unfortunately, the brother lacked organizational skills and struggled to manage the estate efficiently. This led to delays, increased costs, and strained relationships within the family. Had we discussed alternative options more thoroughly, perhaps this situation could have been avoided.

According to a 2021 survey by Caring.com, nearly 60% of Americans do not have a will or estate plan in place. This highlights the critical need for individuals to prioritize this essential aspect of financial planning.

How can someone start the estate planning process?

The first step is to schedule a consultation with an experienced estate planning attorney like myself. During the consultation, we’ll discuss your goals, assets, and family situation to develop a personalized plan that meets your unique needs.

“Steve Bliss helped me navigate a complex probate issue after my father passed away. He was patient, understanding, and always explained things clearly. I highly recommend his services.” – Maria G., Moreno Valley

“After losing my mother, I felt overwhelmed with grief and the task of settling her estate. Steve Bliss provided invaluable guidance and support throughout the entire process. He truly cares about his clients and goes above and beyond to ensure their well-being.” – David S., Moreno Valley

Contact Moreno Valley Probate Law today for a free consultation. We’ll help you create a secure future for your loved ones.


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 Law

23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553

(951) 363-4949



Feel free to ask Attorney Steve Bliss about: “What is the difference between probate court and trust administration?” Or any other related questions that you may have estate planning or my estate planning law practice.

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