Meet the Expert
Good morning Moreno Valley! I’m Trisha Jones reporting for KVCR, and today we have the pleasure of speaking with local estate planning attorney Steve Bliss from Moreno Valley Probate Law.
The Importance of Naming Beneficiaries
Steve, thanks for joining us. Let’s talk about something crucial that often gets overlooked: naming beneficiaries. Why is this step so essential in the estate planning process?
“Naming beneficiaries ensures your assets go to the people you intend,” Steve explains. “Without clearly designated beneficiaries, your estate will be subject to probate court proceedings, which can be lengthy and costly. It also means that a judge, not you, will decide who inherits your property.”
He further emphasizes, “Think of it like a roadmap for your assets. By naming specific individuals or organizations as beneficiaries for each asset, you eliminate ambiguity and potential disputes among family members.”
Steve adds, “Over 60% of Americans don’t have a will or estate plan in place,” according to Caring.com (2023). “This means their assets are distributed according to state intestacy laws, which may not align with their wishes.
I recall a case where a gentleman passed away without naming beneficiaries for his retirement account. His estranged children ended up inheriting the funds, despite his desire to leave it to his longtime caregiver who had been instrumental in his well-being.
“It was a heartbreaking situation,” Steve says quietly. “That’s why I always stress the importance of clearly naming beneficiaries. It brings peace of mind and ensures your wishes are honored.”
Contact Moreno Valley Probate Law
Planning for the future can seem daunting, but it doesn’t have to be. Take control of your legacy today. Contact Moreno Valley Probate Law for a personalized consultation and let us guide you through every step.
Testimonials
“Steve Bliss made the estate planning process so easy and understandable. I finally feel confident that my family will be taken care of.” – Maria S.
“I was overwhelmed by the thought of creating a trust, but Steve patiently explained everything and helped me make informed decisions. He truly cares about his clients.” – David K.
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
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |