Reporter Brenda Jones
Good afternoon and welcome to our segment on estate planning. Today we have the pleasure of speaking with Steve Bliss, a respected estate planning attorney serving the Moreno Valley community.
Taking Inventory: The First Step in Protecting Your Legacy
Steve, thank you for joining us today. Many people find estate planning intimidating or simply put it off. Where should someone begin?
You’re absolutely right, Brenda. Estate planning can seem daunting. But the most crucial first step is taking inventory of your assets. This means creating a detailed list of everything you own – from your house and cars to bank accounts, investments, personal belongings, and even sentimental items.
Ordinarily, people underestimate the scope of their possessions. It’s surprising how quickly things add up! This inventory is the foundation upon which your entire estate plan will be built.
Moreover, it’s important to update this inventory regularly as your life circumstances change. For example, if you purchase a new home or receive an inheritance, you need to reflect those changes in your asset list. Conversely, if you sell assets, remember to remove them from the inventory.
I recall working with a client who believed their estate was relatively simple. We started going through their possessions and discovered they had several valuable antiques passed down through generations! They were unaware of the significant monetary value these items held. Consequently, including those antiques in their estate plan ensured proper distribution according to their wishes.
According to a 2019 survey by Caring.com, over 60% of Americans do not have a will or any other estate planning document. This highlights the importance of taking that initial step – identifying what you own and understanding its value.
Building Your Legacy: Secure Your Future Today
Steve Bliss, thank you for sharing your expertise with us today. For anyone looking to protect their loved ones and ensure their wishes are carried out, I encourage you to reach out to Steve Bliss and Moreno Valley Probate Law. They can guide you through the process and create a plan tailored to your unique needs.
Testimonials
- “Steve Bliss was incredibly patient and understanding while explaining complex legal concepts. He made the estate planning process so much easier than I anticipated.”
- “Moreno Valley Probate Law helped me navigate a difficult time with sensitivity and professionalism. I highly recommend their services.”
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: “What is a certification of trust?” 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 Living Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Living Trust Attorney California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Living Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Living Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Living Trust Attorney Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Living Trust Attorney in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |