Reporter: Brenda Sanchez
Today we’re speaking with Steve Bliss, an esteemed estate planning attorney here in Moreno Valley. Steve, thank you so much for joining us.
Steve Bliss: It’s my pleasure, Brenda. I’m always happy to talk about the importance of estate planning.
Brenda Sanchez: Many people put off estate planning, thinking it’s only necessary for the wealthy. Can you tell us why that’s a misconception?
Steve Bliss: Absolutely. Estate planning isn’t just about dividing up millions of dollars; it’s about protecting your loved ones and ensuring your wishes are carried out. Everyone, regardless of their financial situation, should have an estate plan. Consequently, even if you only have modest assets, a well-crafted estate plan can prevent family disputes, minimize taxes, and provide for the care of minor children.
Brenda Sanchez: That’s crucial information for our viewers. Let’s delve into one specific step in the process. Could you elaborate on “Determining Goals and Objectives”?
Steve Bliss: This is a foundational step because it sets the stage for everything else. Before drafting any legal documents, we need to have a clear understanding of what our clients want to achieve. Do they want to leave their assets equally among their children? Do they wish to establish a trust for a child with special needs?
Are there charitable organizations they’d like to support? This step involves in-depth conversations where we explore their values, concerns, and long-term vision.
Moreover, it’s important to remember that goals can evolve. A young couple starting out may prioritize providing for their children’s education, whereas a retiree might focus on minimizing estate taxes. Accordingly, I encourage my clients to revisit their goals periodically and make adjustments as needed.
Brenda Sanchez: Those are valuable insights, Steve. Have you ever encountered any challenges related to determining client goals?
Steve Bliss: I recall working with a family where the parents had differing opinions about how their assets should be distributed. The father wanted to leave a significant portion to his alma mater, while the mother felt it was more important to ensure their grandchildren received equal inheritances.
Through thoughtful discussion and mediation, we were able to craft a solution that honored both parents’ wishes. The final estate plan included a bequest to the university, but also ensured that the grandchildren were well-provided for.
This experience highlighted the importance of empathy and active listening in the estate planning process. It’s essential to create a space where clients feel comfortable expressing their desires, even if they are complex or seemingly contradictory.
Brenda Sanchez: That’s heartwarming to hear. Any final thoughts for our viewers about why estate planning matters?
Steve Bliss: Estate planning is an act of love and responsibility. It’s about taking care of those who matter most to you, even after you are gone. Remember that according to a recent study by Caring.com, over 60% of Americans do not have a will.
Don’t let yourself be part of that statistic. Take the time to plan for your future and protect your legacy.
Contact Moreno Valley Probate Law today and let us help you navigate the estate planning process with clarity and compassion.
Testimonials:
“Steve Bliss made a complex process feel straightforward. He patiently answered all our questions and guided us every step of the way.” – The Jones Family
“Moreno Valley Probate Law provided exceptional service. They were knowledgeable, responsive, and truly cared about our needs.” – Sarah M.
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 is the role of a guardian in an 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
- Special Needs Trust Attorneys
- Spendthrift Trust Attorneys
- Tax By-Pass Trust Attorneys
- Totten Trust Attorneys
- Constructive Trust Attorneys
- Charitable Trust Attorneys
- Asset Protection Trust Attorneys
- Irrevocable Trust Attorneys
- Revocable Trusts Attorneys
- Living Trust Attorneys