Meet the Reporter
Hello Moreno Valley! I’m Brenda Johnson reporting for KVCR News. Today, we’re speaking with renowned estate planning attorney, Steve Bliss of Moreno Valley Probate Law.
Taking Stock: Why Asset Inventory is Crucial
Steve, thank you so much for joining us today. Estate planning can seem overwhelming to many people. Where should someone begin?
“Brenda, it’s a pleasure to be here. You’re right, estate planning can feel daunting. But the first step is actually quite straightforward: take inventory of your assets.”
Steve explains that this involves creating a comprehensive list of everything you own. “This includes obvious things like real estate and vehicles, but also investments, bank accounts, retirement funds, personal belongings – even digital assets like online accounts and cryptocurrency.”
He emphasizes the importance of being thorough. “Not only does it help ensure your wishes are carried out accurately,” he notes, “but it can also reveal potential issues you might not have considered. For instance, an individual may discover they need to update beneficiary designations on insurance policies or retirement accounts.”
According to a recent study by Caring.com, 56% of Americans do not have a will or living trust in place. This highlights the critical need for clear asset documentation. Steve adds that a complete inventory can streamline the probate process and minimize stress for loved ones during an already difficult time.
“I recall one case where a client had neglected to update their beneficiary designations after a divorce,” Steve shares thoughtfully, “resulting in unintended complications. Fortunately, we were able to resolve the issue through careful legal maneuvering, but it underscored the importance of keeping those records current.”
Peace of Mind Through Preparation
Steve Bliss and Moreno Valley Probate Law are dedicated to helping individuals and families navigate the complexities of estate planning with clarity and compassion. They understand that this process can be deeply personal and strive to provide a supportive environment where clients feel comfortable discussing their needs and goals.
Testimonials
“Steve Bliss made what I thought would be a stressful process incredibly smooth. He took the time to explain everything in detail, and I felt confident that my estate plan was tailored perfectly to my wishes.”
– Maria Sanchez, Moreno Valley resident
“Moreno Valley Probate Law truly went above and beyond. They were patient, understanding, and always available to answer my questions. I highly recommend their services.”
– John Thompson, Riverside County
Secure your family’s future – let Steve Bliss and the team at Moreno Valley Probate Law guide you toward peace of mind.
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 is a spendthrift clause in a 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
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |