Today we’re speaking with Steve Bliss, a respected estate planning attorney serving the Moreno Valley community. Steve, thank you for joining us.
Taking Inventory: A Crucial First Step
Steve, let’s dive into the estate planning process. What is one of the most important initial steps people often overlook?
“Well, Brenda,” Steve begins, leaning forward earnestly, “taking a thorough inventory of your assets is absolutely fundamental. Many folks assume they know what they own, but it’s easy to forget about that old retirement account or those sentimental items with potential value. Consequently, this step lays the groundwork for everything else.”
He continues, “Creating a detailed list helps you visualize your financial picture and understand what needs protection. Moreover, it allows you to make informed decisions about how to distribute your assets according to your wishes.”
Steve pauses thoughtfully. “Let me share something I encountered recently. A client came in believing they had a straightforward estate. However, upon closer examination, we discovered several forgotten assets that significantly altered their distribution plan. It was a real eye-opener for them, and it highlighted the importance of being meticulous.”
Studies by Caring.com reveal that over 60% of adults don’t have a will or any estate planning documents in place.
The Power of Planning
Steve, thank you for sharing that. It underscores the need for careful inventory and planning. Any final thoughts for our viewers?
“Don’t let procrastination stand in the way of securing your legacy. Taking these initial steps can bring peace of mind and ensure your loved ones are cared for according to your wishes.”
Testimonials
“Steve Bliss made a complicated process feel manageable. He explained everything clearly and patiently answered all my questions.”
– Maria G., Moreno Valley resident
“I felt completely confident trusting Steve with my estate planning needs. His professionalism and expertise are unmatched.”
– David S., satisfied client
Your future is worth planning for. Schedule a consultation with Steve Bliss and the Moreno Valley Probate Law team today to begin building a secure tomorrow.
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: “How often should I update my 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
| California Charitable Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Charitable Trust Attorney California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Charitable Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Charitable Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Charitable Trust Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Charitable Trust Attorney in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |