A Conversation with Moreno Valley’s Leading Estate Planning Attorney
Today, we’re speaking with Steve Bliss, a prominent estate planning attorney serving the Moreno Valley community. Steve, thank you for joining us.
It’s my pleasure to be here. I believe that everyone, regardless of their financial situation, should have a solid estate plan in place.
The Importance of Naming Beneficiaries
Steve, could you elaborate on the crucial step of naming beneficiaries within an estate plan?
Certainly. Naming beneficiaries is fundamental to ensuring your assets are distributed according to your wishes after your passing. It’s about having control over who inherits what you’ve worked hard for throughout your life.
Without clearly designated beneficiaries, the distribution of your assets will be determined by state intestacy laws, which may not align with your intentions. Consequently, unintended individuals could receive portions of your estate, potentially leading to family disputes and complications.
Moreover, beneficiary designations allow for specific instructions on how assets should be handled. For example, you can establish trusts for minor children or stipulate that a portion of an inheritance be used for educational purposes.
Ordinarily, we recommend reviewing your beneficiary designations regularly, especially after major life events like marriage, divorce, or the birth of a child. Remember, circumstances change, and your estate plan should reflect those changes.
I remember one instance where a client hadn’t updated their beneficiary designations for years. After they passed away, their ex-spouse unexpectedly inherited a significant portion of their assets, causing considerable distress to their current family.
According to a recent study by the AARP, over 50% of Americans do not have a will or estate plan in place. This highlights the importance of proactively addressing this critical aspect of financial planning.
Taking Control of Your Legacy
Steve, thank you for sharing your expertise with us today. How can our viewers take the next steps toward securing their legacy?
Begin by scheduling a consultation with a qualified estate planning attorney. We can help you navigate the complexities of the process and create a plan that meets your unique needs.
“Steve Bliss made estate planning feel manageable. He explained everything clearly and patiently answered all my questions.” – Sarah M., Moreno Valley
“Moreno Valley Probate Law went above and beyond to ensure my family was protected. I highly recommend their services.” – John D., Moreno Valley
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 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 become incapacitated without 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
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