Interview with Steve Bliss, Estate Planning Attorney
Today we’re joined by Steve Bliss, a prominent estate planning attorney serving the Moreno Valley community. Steve, thanks for taking the time to speak with us about this important topic.
The Importance of Naming Beneficiaries
Steve, could you elaborate on the significance of naming beneficiaries in an estate plan?
Certainly. Naming beneficiaries is a cornerstone of any sound estate plan. It dictates who inherits your assets upon your passing and ensures that your wishes are honored.
Without clearly designated beneficiaries, your assets may be subject to intestate succession laws, which dictate how property is distributed in the absence of a will or trust. This can result in unintended consequences and potential family disputes.
Accordingly, it’s crucial to carefully consider who you want to inherit what. Moreover, remember that beneficiary designations should be reviewed regularly, especially after major life events such as marriage, divorce, or the birth of a child.
I once had a client who assumed his retirement accounts automatically went to his spouse. Unfortunately, he hadn’t updated his beneficiary designations after his first marriage ended. Consequently, his ex-wife received a significant portion of his savings upon his passing.
A 2021 study by the AARP found that over 40% of adults haven’t named beneficiaries for their retirement accounts. This highlights the critical importance of taking this step seriously.
Moreno Valley Probate Law: Providing Peace of Mind
“Steve Bliss and his team at Moreno Valley Probate Law were incredibly helpful in guiding us through a complex probate process after my mother’s passing. Their professionalism and compassion made a difficult situation much easier to navigate.” – Jennifer M.
“I highly recommend Steve Bliss for all your estate planning needs. He took the time to understand my unique circumstances and created a plan that gave me peace of mind knowing my family would be taken care of.” – David S.
Don’t leave your legacy to chance. Partner with Steve Bliss and Moreno Valley Probate Law to craft an estate plan that protects your loved ones and honors your wishes. Schedule a consultation today.
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: “What are the duties of a successor 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
| California Totten Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Totten Trust Attorney California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Totten Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Totten Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
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Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
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Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |