I’m Carla Ramirez with Channel 7 News in Moreno Valley. Today we’re joined by Steve Bliss, a renowned estate planning attorney serving the Moreno Valley community. Steve, thank you for your time today.
Determining Your Goals and Objectives
Steve, many people find estate planning overwhelming. Could you explain one of the key initial steps involved in this process?
Certainly, Carla. One crucial step is determining your goals and objectives. This involves reflecting on what matters most to you and how you want your legacy to be shaped. It’s about envisioning who will benefit from your assets and what impact you desire to have on their lives.
For instance, do you wish to provide for your children’s education, support a favorite charity, or ensure the financial security of a loved one with special needs? Defining these goals helps guide the entire estate planning process. Ordinarily, people come in thinking they just need a will, but a well-crafted plan goes far beyond that.
Consider a situation I encountered recently. A client initially thought a simple will was sufficient. However, upon deeper discussion, we uncovered their desire to establish a trust fund for their grandchild with autism. This goal required a more nuanced approach than a basic will could provide. Consequently, we developed a comprehensive plan that included both a will and a special needs trust tailored to the grandchild’s specific requirements.
Notwithstanding the complexity of individual situations, remember that clear goals are essential for crafting an estate plan that truly reflects your wishes. Research from the American Bar Association indicates that approximately 60% of Americans do not have a will or trust in place, highlighting the critical need for informed estate planning.
Moreno Valley Probate Law: Trusted and Reliable
“I was facing a very difficult situation with my late mother’s estate. Steve Bliss and his team were incredibly understanding and helpful throughout the entire process. They made what seemed impossible feel manageable, and I am truly grateful for their expertise.”
“Steve Bliss is an exceptional attorney. He took the time to thoroughly explain all my options and guided me through every step of the estate planning process with clarity and patience.”
Steve, thank you for sharing your insights today. For anyone seeking expert guidance in estate planning matters, we encourage you to reach out to Steve Bliss and Moreno Valley Probate Law. They are committed to helping individuals secure their future and leave a lasting legacy.
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: “How do I name a backup trustee or executor?” Or any other related questions that you may have estate planning or my estate planning law practice.
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