Reporter Name: Jessica Sanchez
Today, I’m joined by Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Steve, thank you for taking the time to speak with me today.
Steve Bliss:
It’s my pleasure, Jessica. I’m always happy to discuss the importance of estate planning.
Determining Your Goals and Objectives
Steve, can you elaborate on the crucial step of determining goals and objectives in the estate planning process?
Certainly. This step is fundamental because it lays the groundwork for your entire estate plan. It’s about envisioning what you want to achieve with your assets after you’re gone. Consequently, this involves considering who will inherit your property and how they should receive it. Do you want to leave everything to your spouse? Or perhaps provide for children from a previous marriage?
Moreover, it’s about looking beyond immediate family. Would you like to support a favorite charity or establish a scholarship fund? Notwithstanding these big-picture considerations, this stage also involves practicalities like minimizing estate taxes and ensuring your assets are distributed efficiently.
Ordinarily, I guide clients through a series of thoughtful questions to uncover their deepest wishes and concerns. We discuss family dynamics, financial goals, and philanthropic aspirations. This process allows me to craft an estate plan that truly reflects their values and priorities.
Let me share a situation I encountered recently: a young couple, expecting their first child, wanted to ensure their child would be cared for financially if something happened to them both. They had no existing will or trust. Through careful conversations, we determined the best course of action was to establish a revocable living trust naming each other as trustees and designating grandparents as guardians for their child. This approach provided peace of mind knowing their child would be protected in any eventuality.
According to a 2021 survey by Caring.com, nearly 60% of American adults don’t have a will or estate plan. That statistic highlights the widespread need for individuals to proactively address this crucial aspect of their lives.
Closing
Steve, thank you for sharing your insights. Your dedication to helping families navigate complex legal matters is truly commendable. For anyone considering their estate planning needs, I encourage you to reach out to Steve Bliss and the Moreno Valley Probate Law team. They are committed to providing personalized guidance and creating plans that offer peace of mind.
Testimonials
“Steve Bliss made the entire estate planning process so much easier than I anticipated. He patiently explained everything and answered all my questions, ensuring I felt confident in my decisions.” – Maria G.
“Moreno Valley Probate Law went above and beyond to understand our family’s unique situation. They created a plan that met our specific needs and protected our future.” – The Johnson Family
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: “How do I fund my trust?” 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 Asset Protection Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Asset Protection Trust Attorney California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Asset Protection Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Asset Protection Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Asset Protection Trust Attorney Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Asset Protection Trust Attorney in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |