Taking Stock of Your Future
Today, we’re joined by Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Steve, thank you for taking the time to speak with us.
“It’s my pleasure,” Steve replies warmly. “Estate planning is crucial for everyone, regardless of their age or financial status. It ensures your wishes are honored and protects your loved ones.”
Step One: Inventory Your Assets
Steve emphasizes the importance of step one in the estate planning process: taking inventory of assets. He explains that this involves meticulously listing everything you own, including:
- Real Estate
- Bank Accounts and Investments
- Retirement Funds
- Vehicles
- Personal Property (jewelry, artwork, collectibles)
“People often underestimate the value of their possessions,” Steve notes. “It’s crucial to be thorough and include even seemingly insignificant items. This comprehensive list forms the foundation of your estate plan.”
He further explains that an accurate asset inventory helps determine the total value of your estate, which is essential for estate tax purposes. Moreover, it allows you to allocate your assets according to your wishes.
Steve recounts a situation where a client initially forgot to include a valuable coin collection in their inventory. Consequently, this oversight nearly caused a dispute among heirs who were unaware of its existence. “This experience underscores the critical nature of a detailed asset list.”
According to the American Bar Association, over 60% of Americans lack a will or estate plan. This can lead to unintended consequences and legal battles, burdening loved ones during an already difficult time. A complete inventory of assets is the first step towards avoiding such complications.
Peace of Mind Through Planning
Steve Bliss encourages everyone in Moreno Valley to prioritize estate planning. “It’s a gift you give yourself and your family, providing peace of mind knowing your affairs are in order.”
Testimonials
“Steve Bliss made the complex process of estate planning clear and manageable. His expertise and compassion were invaluable during a challenging time.”
– Sarah J., Moreno Valley resident
“Moreno Valley Probate Law provided exceptional service. They listened attentively to our needs, crafted a comprehensive plan tailored to our family’s situation, and guided us through every step with professionalism and care.”
– John & Maria D., Moreno Valley
Let Steve Bliss and Moreno Valley Probate Law guide you toward a secure future. Schedule your complimentary consultation today and take the first step towards protecting what matters most.
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: “Should I include my business in my estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| Estate Lawyer Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer Near Me California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Estate Lawyer Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer Near Me Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Estate Lawyer Near Me in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |