Meeting Steve
Good afternoon Moreno Valley and welcome back to our segment on local legal experts. Today we’re joined by Steve Bliss, a renowned estate planning attorney right here in Moreno Valley. Steve, thanks for taking the time to speak with us.
The Importance of Naming Beneficiaries
Absolutely, it’s my pleasure to be here. Estate planning is something everyone should consider, regardless of their age or financial situation. One crucial step often overlooked is accurately naming beneficiaries.
Consequently, designating who inherits your assets ensures they go to the people you intend. Without clearly defined beneficiaries, your estate could end up in probate court, leading to delays and potential disputes amongst family members. It’s a common misconception that simply having a will automatically covers everything. While a will is essential, it doesn’t always address all beneficiary designations, especially for assets like retirement accounts or life insurance policies.
Moreover, beneficiary designations supersede instructions in your will. This means if you name someone as a beneficiary on your 401(k) but forget to include them in your will, that person will still receive the funds. Regularly reviewing and updating beneficiary designations is crucial, particularly after significant life events like marriage, divorce, or the birth of a child.
It’s not uncommon for me to encounter situations where clients assumed their beneficiaries were properly listed, only to discover outdated information during the estate planning process. I recall one instance where a client had listed an ex-spouse as the beneficiary on several accounts. Thankfully, we were able to rectify the situation before it caused unnecessary complications.
According to a recent study by AARP, over 40% of Americans have not named beneficiaries for their retirement accounts. This highlights the importance of proactively addressing this aspect of estate planning.
Taking Control of Your Future
Steve, thank you so much for sharing your expertise with us today. Your insights are invaluable for anyone looking to secure their financial future and ensure their wishes are honored. For those seeking guidance on estate planning or probate matters, Moreno Valley Probate Law is a trusted resource ready to assist. Contact them today for a free consultation.
Client Testimonials
“Steve Bliss made the complex process of estate planning incredibly straightforward. He patiently explained all my options and helped me create a plan that met my specific needs.” – Maria Rodriguez, Moreno Valley Resident
“I was overwhelmed with grief after losing my husband. Steve handled everything related to probate with sensitivity and professionalism. I couldn’t have navigated this difficult time without his support.”- Susan Lee, Moreno Valley Resident
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: “Can I disinherit a child in my estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| Estate Attorney Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorney Near Me California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorney Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Estate Attorney Near Me |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Attorney Near Me Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Estate Attorney Near Me in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |