Interview with Brenda Jones
Hello and welcome back to Moreno Valley Today! I’m Brenda Jones, here today with Steve Bliss, an esteemed estate planning attorney specializing in helping Moreno Valley families secure their future. Steve, thank you for joining me.
The Importance of Naming Beneficiaries
Steve, we know estate planning can feel overwhelming. What’s one key step that people often overlook?
Well Brenda, a crucial step many individuals miss is clearly naming their beneficiaries. It seems straightforward, but designating who inherits your assets and how they’re distributed can prevent future complications and heartbreak for loved ones.
Think of it this way: without specific beneficiary designations on accounts like retirement funds or life insurance policies, these assets could end up in probate court – a lengthy and potentially costly process. By proactively naming beneficiaries, you ensure your wishes are respected and your assets go directly to those you intend. Ordinarily, failing to name a beneficiary can lead to unintended consequences, with assets possibly going to distant relatives or even the state.
Moreover, consider situations where relationships change. A beneficiary designation made years ago might no longer reflect your current wishes. A recent study by Caring.com found that 42% of Americans haven’t reviewed their beneficiary designations in over five years. Consequently, it’s vital to review and update these designations regularly, especially after major life events like marriage, divorce, or the birth of a child.
I recall one instance where a client hadn’t updated his beneficiary designation after his daughter’s marriage. He unfortunately passed away without changing it, leading to confusion and legal battles amongst family members. The stress this caused could have been avoided with a simple review and update.
Contact Moreno Valley Probate Law
Protecting your legacy starts with planning. Contact Moreno Valley Probate Law today for a free consultation and discover how we can help you create a secure future for yourself and your loved ones.
Testimonials
“Steve Bliss made the estate planning process so easy to understand. He patiently answered all my questions and helped me feel confident in my decisions. I highly recommend Moreno Valley Probate Law!” – Maria S.
“I was worried about the cost of estate planning, but Moreno Valley Probate Law offered affordable options that fit my budget. Steve is a true professional who genuinely cares about his clients.” – David L.
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: “What are the responsibilities of an executor in California?” 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 |