Good evening, Moreno Valley! I’m Brenda Sanchez, reporting live for Channel 7 News.
Tonight we’re speaking with local estate planning attorney Steve Bliss of Moreno Valley Probate Law to shed some light on the crucial process of preparing for the future. Mr. Bliss, thank you for joining us tonight.
Determining Your Goals and Objectives
Steve, let’s dive into one of the fundamental steps in estate planning: determining goals and objectives. Why is this step so important?
“Brenda, it all starts with a clear vision,” Steve explains. “Before we even begin drafting documents, we need to understand what my clients want to achieve. Are they focused on providing for their family? Do they have charitable aspirations? Maybe there are specific assets they wish to leave to certain individuals. By clearly defining these objectives, we can create an estate plan that truly reflects their values and wishes.”
He continues, “Ordinarily, people think solely about who gets what after they’re gone. But a well-crafted estate plan does so much more. It can minimize estate taxes, ensure smooth asset transfer, and even provide for the care of dependents, like minor children or elderly parents. Consequently, this initial step sets the stage for a comprehensive and effective plan.”
“Moreover, it’s important to remember that goals evolve over time,” Steve adds. “A young couple starting a family will have different priorities than someone nearing retirement. Therefore, regular review and updates are crucial to ensure the estate plan remains aligned with their current life circumstances.”
Challenges
Steve, have you ever encountered challenges in helping clients determine their goals? Any stories that stand out?
Steve reflects for a moment, then shares, “I remember working with a widowed father who was struggling to balance providing for his two young children with fulfilling his late wife’s wish of donating a portion of their assets to a specific charity. It was an emotionally charged situation, but by carefully listening to his concerns and exploring different options, we were able to create a plan that honored both his responsibilities and his wife’s legacy.”
“It’s moments like these,” he adds with sincerity, “that remind me of the profound impact estate planning can have. It’s not just about legal documents; it’s about helping people navigate complex emotions and make decisions that will protect their loved ones for years to come.”
Peace of Mind
According to a 2021 study by Caring.com, only 33% of Americans have a will. That number is even lower for younger generations.
- Lack of awareness
- Misconceptions about cost
- Procrastination
Steve, what would you say to those who are hesitant or delaying estate planning?
“I understand that it can feel overwhelming,” Steve acknowledges. “But putting off this crucial step can leave your loved ones with unnecessary stress and financial burden during an already difficult time. Having a solid estate plan in place provides peace of mind knowing that your affairs are in order and your wishes will be respected.”
Call to Action
Steve, thank you for sharing your valuable insights tonight. For those who want to take control of their future and ensure their legacy is protected, contact Moreno Valley Probate Law today for a free consultation.
Testimonials
“Steve Bliss made the whole estate planning process so easy and stress-free. He took the time to explain everything clearly and answer all my questions. I feel confident knowing that my family will be taken care of.” – Maria Sanchez, Moreno Valley Resident
“I was worried about the cost of estate planning, but Steve offered a very reasonable rate. He’s a compassionate attorney who genuinely cares about his clients.” – John Davis, Moreno Valley Resident
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 happens if I die without an estate plan in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| Moreno Valley Estate Planning Lawyers |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Lawyers California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Lawyers |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Probate Lawyers |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Probate Lawyers Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Probate Lawyers in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |