Estate Planning Essentials with Steve Bliss

Meet the Expert

Today, we’re joined by Steve Bliss, a prominent estate planning attorney in Moreno Valley, California. Steve has been helping individuals and families navigate the complexities of estate planning for over two decades. He’s dedicated to providing clear, concise advice and ensuring his clients have peace of mind knowing their affairs are in order.

The Importance of Naming Beneficiaries

Steve, many people put off estate planning, thinking it’s only for the wealthy. Why is naming beneficiaries such a crucial step even for those with modest assets?

“That’s a common misconception,” Steve explains. “Estate planning isn’t just about massive fortunes; it’s about protecting your loved ones and ensuring your wishes are carried out. Naming beneficiaries is fundamental because it dictates who inherits your assets after you pass away. Without clearly designated beneficiaries, the distribution of your property will be determined by state law, which may not align with your intentions.”

“Consider this: a recent study by Caring.com found that nearly 60% of adults don’t have a will in place. Consequently, their assets could end up going to unintended recipients or face lengthy probate proceedings. Naming beneficiaries eliminates these uncertainties and provides clarity for everyone involved.”

Moreover, Steve emphasizes the importance of keeping beneficiary designations up-to-date. “Life changes – marriages, divorces, births, deaths. It’s essential to review your beneficiary designations periodically and make adjustments as needed. You wouldn’t want an outdated designation to unintentionally disinherit someone you care about.”

Steve shares a story about a client who had named their ex-spouse as the beneficiary of their retirement account years ago. “Thankfully, they came to us before anything happened,” he says. “We helped them update the beneficiary designation to reflect their current wishes, avoiding potential heartache and legal complications down the road.”

Moreno Valley Probate Law: Trusted Guidance

“Contact Moreno Valley Probate Law today for a free consultation and take control of your future. Our compassionate team is here to guide you every step of the way.”

“Steve Bliss and his team at Moreno Valley Probate Law are lifesavers! They made the entire estate planning process straightforward and stress-free.” – Sarah M.

“I highly recommend Moreno Valley Probate Law. Steve’s knowledge and attention to detail gave me confidence that my family would be well taken care of.” – John D.


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 Law

23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553

(951) 363-4949



Feel free to ask Attorney Steve Bliss about: “What documents are included 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 Totten Trust Asset Protection Trust
Spendthrift Trust Constructive Trust Irrevocable Trust
Tax By-Pass Trust Charitable Trust Living Trust