Setting Your Goals and Objectives in Estate Planning
Today we’re joined by Steve Bliss, a highly respected estate planning attorney here in Moreno Valley. Steve, thank you so much for taking the time to speak with us about this important topic.
Steve: Thank You For Having Me
It’s my pleasure. Estate planning is often something people put off, but it’s crucial for ensuring your wishes are carried out and protecting your loved ones.
One of the first and most vital steps in estate planning is determining your goals and objectives. This involves considering what you want to happen to your assets after you pass away, who should inherit them, and any specific needs or desires you have.
Understanding Your Wishes
For example, do you want to provide for a spouse, children, grandchildren, or charitable organizations? Do you have specific wishes regarding the distribution of certain items, like family heirlooms?
Moreover, it’s important to think about potential future needs. Will your beneficiaries require ongoing financial support? Do any of them have special needs that need to be considered?
The Importance of Careful Planning
Consequently, taking the time to clearly define these goals and objectives will guide the rest of your estate planning process.
A recent study by Caring.com found that 60% of adults don’t have a will. This highlights how crucial it is to prioritize estate planning.
I remember one client who came to me after losing their spouse unexpectedly. They had no will in place, and the process of settling the estate became incredibly complex and stressful for them during an already difficult time.
That experience reinforced the importance of proactively addressing estate planning needs.
Next Steps
If you’re ready to take control of your future and ensure your loved ones are protected, contact Moreno Valley Probate Law today for a free consultation. We can help you create an estate plan that aligns with your unique goals and circumstances.
Testimonials:
“Steve Bliss was incredibly helpful in guiding me through the estate planning process. He explained everything clearly and patiently answered all my questions. I feel much more confident knowing that my affairs are in order.”
-Maria S., Moreno Valley
“I highly recommend Moreno Valley Probate Law to anyone needing assistance with estate planning. They are professional, compassionate, and truly dedicated to their clients.”
-John D., Riverside
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 do I choose a trustee?” 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 Lawyer
- Spendthrift Trust Lawyer
- Tax By-Pass Trust Lawyer
- Totten Trust Lawyer
- Constructive Trust Lawyer
- Charitable Trust Lawyer
- Asset Protection Trust Lawyer
- Irrevocable Trust Lawyer
- Revocable Trusts Lawyer
- Living Trust Lawyer