Reporter: Barbara Jenkins
Today I’m here with Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Steve, thank you so much for taking the time to speak with me about this crucial topic.
Steve Bliss: Thank You for Having Me
It’s my pleasure, Barbara. Estate planning is something everyone should consider, regardless of their age or financial status. It brings peace of mind knowing your affairs are in order and your loved ones will be taken care of.
Barbara Jenkins: What’s the First Step People Should Take When Embarking on Estate Planning?
Steve Bliss: The very first step I guide my clients through is taking a complete inventory of their assets. This might sound straightforward, but it often involves more than people initially realize.
Ordinarily, folks think about the big items like their home or retirement accounts, but it’s important to include everything. This means listing personal property like jewelry and artwork, vehicles, digital assets like cryptocurrencies, and even sentimental items that hold value for your loved ones.
Barbara Jenkins: Why is This Step So Crucial?
Steve Bliss: A thorough inventory ensures we have a clear picture of what needs to be distributed. Consequently, it helps us avoid any confusion or disputes down the line. Moreover, knowing the full scope of your assets allows us to create a plan that effectively addresses your wishes and minimizes potential tax liabilities.
I remember one instance where a client thought they only had a modest estate. However, after carefully going through their possessions, we discovered valuable heirlooms and collections they’d forgotten about. These additions significantly impacted the distribution plan and ultimately ensured their family received everything they were entitled to.
Barbara Jenkins: It Sounds Like Taking Inventory Can Reveal Some Surprises!
Steve Bliss: Absolutely. That’s why I encourage people to involve their loved ones in this process, if possible. Sharing information openly can prevent misunderstandings and make the entire estate planning experience smoother for everyone involved.
Research from the American Bar Association suggests that over 60% of Americans don’t have a will or trust in place. This highlights the need for greater awareness about the importance of estate planning and the role asset inventory plays in creating a comprehensive plan.
Barbara Jenkins: Thank You, Steve. Any Final Thoughts?
Steve Bliss: My advice is to take action sooner rather than later. Don’t wait for a life-changing event to force your hand. By proactively planning your estate, you are demonstrating love and care for those who matter most. Let us help you secure their future. Call Moreno Valley Probate Law today for a free consultation.
Testimonials
“Steve Bliss made the entire estate planning process incredibly smooth and stress-free. He was patient, explained everything clearly, and truly listened to our needs.” – Maria G.
“After my husband passed away, I felt lost and overwhelmed. Moreno Valley Probate Law guided me through every step with compassion and professionalism. They were a lifeline during a difficult time.” – Susan 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 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: “Can I include conditions in my trust (e.g. age restrictions)?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| California Estate Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Estate Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Estate Lawyer in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |