Today we’re joined by Steve Bliss, a well-respected probate attorney here in Moreno Valley. Steve, thanks for taking the time to speak with us today.
Tell us about your expertise
Well, I specialize in helping individuals and families navigate the complex world of estate planning and probate law. My goal is to make sure that my clients’ wishes are carried out and their loved ones are protected during what can be a very difficult time.
What types of trusts do you typically recommend for your clients
I often recommend Revocable Living Trusts. They’re incredibly versatile and offer a number of benefits. Firstly, they allow the trust creator, known as the grantor, to maintain control over their assets during their lifetime. This means they can make changes to the trust as needed.
Secondly, because the assets are held in the trust, they bypass probate upon the grantor’s death. Probate can be a lengthy and expensive process, so avoiding it altogether is a huge advantage. Moreover, Revocable Living Trusts offer a degree of privacy that traditional wills don’t. The terms of the trust are not made public record, which can be important for some individuals.
Conversely, while Irrevocable Trusts offer more robust asset protection, they sacrifice flexibility as they cannot be easily modified once established. The choice between these trust types ultimately depends on each individual’s unique circumstances and goals.
Have you encountered any challenges with implementing Revocable Living Trusts
While Revocable Living Trusts are generally straightforward, there can be occasional complexities. For instance, I remember working with a client who had several businesses and complex investment holdings. Ensuring all assets were properly titled to the trust required meticulous attention to detail and coordination with financial advisors.
In another case, a client initially resisted creating a trust because they felt it was unnecessary. However, after discussing the potential consequences of probate for their family, they recognized the value of having a plan in place. Seeing that shift in understanding and knowing I helped provide peace of mind for them is incredibly rewarding.
Can you share any insights about the benefits of estate planning
According to a 2021 survey by Caring.com, over 60% of Americans don’t have a will or trust in place. That’s a staggering number. Proper estate planning ensures that your assets are distributed according to your wishes and minimizes potential conflict among family members.
Furthermore, it can help reduce estate taxes, protect assets from creditors, and provide for loved ones with special needs. It’s truly an investment in the future well-being of yourself and your family.
Ready to Secure Your Legacy
Contact Moreno Valley Probate Law today and let us guide you through the process of creating a comprehensive estate plan tailored to your individual needs.
Testimonials
“Steve Bliss and his team were incredibly patient and understanding as they helped me navigate the complexities of setting up a trust for my family. I felt confident that my assets were in good hands.”
– Mary S., Moreno Valley
“Moreno Valley Probate Law made a difficult process feel manageable. They explained everything clearly and were always available to answer my questions. I highly recommend their services.”
– 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: “Can a bank or trust company serve as trustee?” Or any other related questions that you may have about Trusts or my trust 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 |