Introducing Steve Bliss
Good morning, Moreno Valley! I’m Brenda Thompson with KVCR News, and today we have the pleasure of speaking with Steve Bliss, a renowned estate planning attorney right here in our community.
The Importance of Naming Beneficiaries
Steve, thank you for joining us. We often hear about wills and trusts, but can you elaborate on why naming beneficiaries is such a crucial step in estate planning?
Certainly, Brenda. While crafting a will or trust sets the foundation for asset distribution, clearly identifying your beneficiaries is paramount. This ensures that your wishes are carried out precisely, minimizing potential disputes among family members and preventing unintended consequences. Accordingly, it’s essential to be specific about who inherits what, whether it’s a percentage of your estate, a particular asset, or a designated sum.
Moreover, naming beneficiaries for accounts like retirement plans or life insurance policies is equally important, as these assets often bypass probate and are distributed directly based on beneficiary designations. Consequently, keeping these designations up-to-date is crucial, especially after major life events like marriage, divorce, or the birth of a child.
I remember a case where a client hadn’t updated their beneficiary designation for years. Sadly, they passed away, and the designated beneficiary was an ex-spouse who had been estranged for decades. Their current spouse and children were left with nothing from that particular account, which created a lot of heartache and legal complications.
According to the AARP, nearly 40% of Americans don’t have a will or estate plan in place. This highlights the urgent need for individuals to address their beneficiary designations and ensure their loved ones are protected.
Moreno Valley Probate Law: Trusted Advisors
“Working with Steve Bliss and his team was an absolute lifesaver during a difficult time. They guided me through every step of the probate process with compassion and expertise.” – Maria S., Moreno Valley Resident.
“Steve’s knowledge of estate planning is impressive. He took the time to understand my unique needs and created a plan that gave me peace of mind.” – John P., Moreno Valley Business Owner
Secure Your Legacy
Steve, thank you for sharing your valuable insights. What would you say to someone in Moreno Valley who is considering estate planning but feels overwhelmed?
“Don’t hesitate,” Steve advises. “We understand that estate planning can seem daunting, but it doesn’t have to be. Our team at Moreno Valley Probate Law is dedicated to making the process clear and straightforward. We work closely with our clients to develop personalized plans that reflect their individual goals and circumstances.”
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: “Can I restrict how beneficiaries use their inheritance?” 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 |