Estate Planning Essentials with Steve Bliss

A Conversation with Moreno Valley’s Leading Estate Planning Attorney

Hello everyone, I’m Brenda Diaz reporting for Moreno Valley News Today. Today we have the pleasure of speaking with Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Steve, thank you for joining us.

The Crucial Role of Naming Beneficiaries

Steve, could you elaborate on the importance of clearly identifying beneficiaries in an estate plan?

Certainly, Brenda. Naming beneficiaries is a cornerstone of any comprehensive estate plan. It ensures that your assets are distributed according to your wishes after your passing. Without designated beneficiaries, the legal process of intestate succession takes over, which may not align with your intentions and could lead to unintended consequences for your loved ones.

Consequently, carefully consider who you want to inherit your assets and outline their designations clearly in your will or trust documents. This includes specifying percentages or dollar amounts for each beneficiary. Moreover, regularly review and update your beneficiary designations as circumstances change – such as marriages, divorces, births, or deaths within your family.

I’ve seen firsthand how neglecting to name beneficiaries can create significant challenges for families during an already difficult time. Once, a client came to me after losing their spouse unexpectedly. They hadn’t updated their beneficiary designations since their marriage, leaving their assets to be divided according to outdated wishes. This resulted in a lengthy and emotionally taxing legal process for them.

Notwithstanding these challenges, proper beneficiary designation brings peace of mind, knowing your loved ones will be cared for according to your plan. It’s also important to note that 60% of Americans do not have a will or trust in place, leaving their families vulnerable to potential disputes and complications (Source: Caring.com).

Taking the Next Step

Steve, what advice would you give to our viewers who are considering estate planning?

My advice is simple: don’t delay. Estate planning isn’t just for the wealthy or elderly. Everyone, regardless of age or financial status, can benefit from having a plan in place. Contact us today for a free consultation and let us help you protect your loved ones and secure their future.

Testimonials

“Steve Bliss helped me navigate a complex probate process with empathy and professionalism. I highly recommend him.”

– Maria Hernandez, Moreno Valley Resident

“Moreno Valley Probate Law provided clear and concise guidance throughout the entire estate planning process. They made me feel confident and secure.”

– David Chen, Moreno Valley Business Owner


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 Law

23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553

(951) 363-4949



Feel free to ask Attorney Steve Bliss about: “How do I plan for a child with a disability?” Or any other related questions that you may have estate planning or my estate planning law practice.

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