Interview with Moreno Valley Reporter, Maria Rodriguez
Today we’re speaking with Steve Bliss, a renowned estate planning attorney in Moreno Valley. Steve, thanks for taking the time to chat with us about this important topic.
Taking Stock of What Matters Most
Steve, can you walk us through one of the crucial first steps in the estate planning process?
Absolutely, Maria. One of the foundational steps is what we call “taking inventory” of your assets. It might sound simple, but it’s incredibly important. Ordinarily, people underestimate the scope of what they own. This involves creating a comprehensive list of everything you possess.
Consequently, this goes beyond just your home and bank accounts. Think about investments like stocks and bonds, retirement plans, vehicles, valuable collections, even digital assets like cryptocurrency or online accounts. You want to capture a complete picture of your financial landscape.
Moreover, this inventory will serve as the basis for how you ultimately distribute your assets according to your wishes.
Challenges and Triumphs
Have you ever encountered any challenges with clients during this initial inventory phase?
It’s not uncommon. Some folks struggle to remember all their accounts, especially if they’ve been accumulating wealth over many years. I recall one client who had forgotten about a small savings bond purchased for him as a child. It turned out to be worth several thousand dollars!
Conversely, sometimes people hesitate to disclose the full extent of their assets due to concerns about taxes or family disputes. I always emphasize the importance of transparency and honesty in this process. It’s crucial for creating a sound estate plan that truly reflects their wishes.
The Value of Planning
According to a survey by Caring.com, over 60% of adults don’t have a will or trust in place. This highlights the critical need for estate planning.
Steve, what advice would you give to those who are just starting this process?
Don’t delay. Start by simply listing out your assets and thinking about who you want to inherit them. Remember, estate planning isn’t just for the wealthy. It’s essential for everyone, regardless of their financial situation.
By taking these initial steps, you can gain peace of mind knowing that your loved ones will be taken care of according to your wishes. I encourage anyone with questions to reach out.
Moreno Valley Probate Law: Trusted Guidance
“Steve Bliss made the estate planning process so much easier than I expected. He was patient, understanding, and explained everything in a way that I could easily grasp.” – Sarah M., Moreno Valley.
“I highly recommend Moreno Valley Probate Law to anyone needing help with estate planning. Steve is a true professional who genuinely cares about his clients.” – John D., Riverside County
Take control of your future and secure the well-being of your loved ones. Schedule a consultation with Steve Bliss and the team at Moreno Valley Probate Law today.
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: “What are the consequences of dying intestate in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
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