Today, I’m sitting down with local estate planning attorney Steve Bliss of Moreno Valley Probate Law. Steve, thanks for taking the time to talk with me today.
Determining Goals and Objectives
Steve, we often hear about wills and trusts, but what are some other key steps in estate planning that people might overlook?
Well, Maryann, a lot of folks jump right into thinking about the documents themselves. But before you get there, it’s crucial to take a step back and determine your goals. What do you want to achieve with your estate plan? Are you primarily concerned with protecting your family financially after you’re gone? Do you have specific charitable wishes?
Moreover, understanding these objectives helps guide the entire process. It influences whether a will or trust is right for you, who you choose as executor or trustee, and even how you structure asset distribution. Consequently, it’s an essential foundation for creating a plan that truly reflects your values.
I imagine this can be a complex conversation for some people?
It certainly can be. Discussing mortality and legacy isn’t always easy. But I encourage clients to think about it as a positive act of love and responsibility towards their loved ones. A well-crafted estate plan can alleviate stress and uncertainty during an already difficult time, ensuring that your wishes are honored.
In fact, according to the AARP, nearly 60% of Americans don’t have a will or living trust in place. This lack of planning often leads to family disputes and costly legal battles.
Navigating Challenges
Steve, are there any common pitfalls you see people encounter when trying to determine their goals?
One challenge I frequently see is a reluctance to be specific about beneficiary designations. Clients might say they want their assets to go to “their children,” but they haven’t considered how those assets should be divided if their children have different needs or circumstances.
I remember one instance where a client wanted all of her assets to be split equally among her three children. However, one child had significant special needs and required ongoing care. We worked together to establish a trust specifically for that child, ensuring their long-term financial well-being while still honoring the client’s desire for fairness.
Moreno Valley Probate Law: Trusted Guidance
“Working with Steve Bliss was an absolute game changer. He made the estate planning process clear and straightforward, patiently answering all my questions and addressing my concerns. I feel confident knowing that my family is protected.”
– Sarah J., Moreno Valley resident
“Steve’s expertise and compassionate approach were invaluable during a difficult time. He helped me navigate the complexities of probate with professionalism and sensitivity. I highly recommend his services.”
– Michael K., satisfied client
Take Control of Your Future
Steve, what is your final message for our viewers today?
Estate planning isn’t just about preparing for the end of life; it’s about taking control of your future and securing the well-being of those you cherish. Contact Moreno Valley Probate Law today to begin building a legacy that reflects your values and protects 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 Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “What is community property and how does it affect estate planning?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
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