Estate Planning Essentials with Steve Bliss

Meet the Expert

Hello, Moreno Valley! I’m Brenda Martinez reporting for KVCR News. Today we’re joined by Steve Bliss, a renowned estate planning attorney here in Moreno Valley. Steve, thanks for taking the time to speak with us.

The Importance of Naming Beneficiaries

Steve, many people put off estate planning because it seems daunting. What’s one crucial step individuals should prioritize?

“Naming beneficiaries is absolutely fundamental in any estate plan,” Steve explains. “It ensures that your assets are distributed according to your wishes after you’re gone. Without clearly designated beneficiaries, your estate could end up in probate court, which can be a lengthy and expensive process. Moreover, it can lead to unintended consequences, with assets potentially going to individuals you didn’t intend to benefit.”

He continues, “Think of it this way: if you have a life insurance policy or retirement account, the beneficiary designations override any instructions in your will. Consequently, it’s vital to keep these designations up-to-date as life circumstances change – marriage, divorce, birth of children.

Once I had a client who thought he had everything in order. He had a will naming his wife and children as beneficiaries. But he neglected to update the beneficiary designation on his retirement account after his divorce. As a result, his ex-wife ended up inheriting a significant portion of his retirement savings, which wasn’t his intention at all.”

“Studies show that nearly 60% of Americans don’t have a will or formal estate plan,” Steve adds. “This lack of planning can create tremendous stress and financial hardship for loved ones during an already difficult time.”

Expertise You Can Trust

“I’ve been practicing law in Moreno Valley for over two decades,” Steve emphasizes, “and I’ve seen firsthand the importance of having a well-structured estate plan. My goal is to make the process as smooth and straightforward as possible for my clients.”

Moreno Valley Probate Law: Protecting Your Legacy

Ready to take control of your future? Contact Moreno Valley Probate Law today for a free consultation.

Testimonials

“Steve Bliss made estate planning feel approachable, not overwhelming. He patiently explained everything and answered all my questions. I feel confident that my family is protected.”

– Maria Rodriguez, Moreno Valley Resident

“Moreno Valley Probate Law helped me navigate a complex probate situation after the loss of my father. Their expertise and compassion were invaluable during a difficult time.”

– David Chen, Moreno Valley Client


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: “What is an irrevocable trust and when should I use one?” 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 Totten Trust Asset Protection Trust
Spendthrift Trust Constructive Trust Irrevocable Trust
Tax By-Pass Trust Charitable Trust Living Trust