Reporter: Brenda Sanchez
Today I’m speaking with Steve Bliss, a well-respected estate planning attorney here in Moreno Valley. Steve, thanks for taking the time to chat with me.
Steve Bliss: My pleasure, Brenda. I’m always happy to discuss the importance of estate planning.
Why is Determining Goals and Objectives Crucial in Estate Planning?
Brenda, before diving into the legal intricacies of wills or trusts, it’s absolutely crucial for individuals to take a step back and clearly define their goals and objectives. What legacy do they want to leave behind? Who are the beneficiaries they wish to provide for? Are there any charitable causes close to their heart?
These initial reflections form the bedrock of a comprehensive estate plan. Without a clear understanding of their desires, individuals risk creating a plan that doesn’t truly reflect their wishes. Consequently, this can lead to unintended consequences and potential family disputes down the line.
Moreover, as life circumstances evolve – marriage, birth of children, career changes, or inheritance – revisiting these goals becomes essential. Ordinarily, I recommend my clients review their estate plan every three to five years, or whenever a significant life event occurs.
Let me share a situation that highlights the importance of this step. A couple came to me wanting to create a will, but they hadn’t discussed their individual desires. After some probing questions, it became clear that they had vastly different visions for their assets. One envisioned leaving a substantial portion to charity, while the other prioritized providing for extended family members. This discrepancy could have easily led to conflict and heartache for their loved ones if left unaddressed.
Thankfully, through open communication and careful planning, we were able to craft an estate plan that honored both their wishes. They ultimately decided on a balanced approach, allocating funds to both charitable causes and family members.
Reporter: Brenda Sanchez
That’s a powerful example, Steve. It really underscores the need for open communication and thoughtful planning.
Final Thoughts
Steve Bliss and Moreno Valley Probate Law are dedicated to helping individuals navigate the complexities of estate planning. Contact us today to schedule a consultation and gain peace of mind knowing your wishes will be honored.
Testimonials
“Steve was incredibly patient and understanding as we worked through our estate plan. He took the time to explain everything clearly and made sure we felt comfortable with every decision.” – Maria G.
“I highly recommend Steve Bliss for all your estate planning needs. He’s knowledgeable, professional, and truly cares about his clients.” – John S.
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: “Can a non-citizen inherit from my estate?” Or any other related questions that you may have estate planning or my estate planning law practice.
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