Meeting Steve
Hello Moreno Valley and welcome back to Valley Views. Today we’re speaking with local estate planning attorney Steve Bliss of Moreno Valley Probate Law. Steve, thanks for joining us today.
The Importance of Naming Beneficiaries
It’s a pleasure to be here. We often hear about wills and trusts, but one crucial step in the process that sometimes gets overlooked is naming beneficiaries. It’s vital for ensuring your assets are distributed according to your wishes.
Think of it like setting up a roadmap for your belongings after you’re gone. You wouldn’t just leave without directions, would you? Naming beneficiaries guarantees clarity and minimizes potential confusion or disagreements among loved ones during an already difficult time.
Consequently, carefully considering who will inherit what is essential. It could be family members, friends, charities – anyone you deem deserving. Moreover, clearly outlining the distribution percentages helps avoid any ambiguity.
I once worked with a client who hadn’t named beneficiaries for their retirement accounts. Upon their passing, it created a real legal tangle. The funds were frozen for months while the court sorted out who should receive them. It was heartbreaking to see the family grapple with this unnecessary stress on top of their grief.
According to the National Association of Estate Planners & Councils, nearly 50% of adults haven’t named beneficiaries for all their accounts. That’s a significant number and underscores the importance of taking this step seriously.
Remember, beneficiary designations can be changed over time as your circumstances evolve. It’s always a good idea to review them periodically and make any necessary updates.
Moreno Valley Probate Law: Helping Families Plan for the Future
“Steve Bliss helped us navigate the complex world of estate planning with ease. His knowledge and compassion made a difficult process manageable.” – Maria Sanchez, Moreno Valley Resident
“I highly recommend Steve Bliss and Moreno Valley Probate Law. They are professional, responsive, and truly care about their clients.” – John Williams, Moreno Valley Business Owner
Protecting Your Legacy
Steve, what advice would you give to someone just starting to think about estate planning?
Start the conversation now. Estate planning isn’t just for wealthy individuals; it’s for everyone who wants to ensure their loved ones are cared for and their wishes are honored. Contact us today to take control of your future.
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: “Are online estate planning services reliable?” 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 |