Hello Moreno Valley and welcome back to Legal Matters, I’m your host, Samantha Jones. Today we are joined by the esteemed Steve Bliss, a probate attorney here in Moreno Valley who specializes in helping families navigate the complex world of estate planning. Welcome, Steve.
Steve:
Thanks for having me, Samantha. It’s great to be here.
Samantha:
Let’s dive right in. For those unfamiliar with probate law, could you explain why it’s so important?
Steve:
Probate is essentially the legal process of administering a deceased person’s estate. This involves identifying and inventorying assets, paying off debts and taxes, and ultimately distributing remaining property to heirs according to the will or state intestacy laws. Without proper planning, probate can be a lengthy, expensive, and emotionally draining process for loved ones.
Samantha:
That’s certainly insightful. Steve, what types of legal tools do you recommend to help people avoid probate?
Steve:
One of the most effective ways to minimize or even bypass probate is through a revocable living trust. Ordinarily, this type of trust allows individuals to maintain control over their assets during their lifetime while also designating beneficiaries who will inherit those assets upon their death. Consequently, the assets held within the trust are not subject to probate proceedings.
Imagine a scenario where someone passes away without a will or trust in place. Their assets may need to be distributed according to California intestate succession laws, which can sometimes lead to unintended consequences and family disagreements. Conversely, with a well-crafted revocable living trust, the decedent’s wishes are clearly outlined, ensuring a smoother transition of assets to their chosen beneficiaries.
Moreover, a revocable living trust provides a layer of privacy that probate proceedings lack. Probate records become public information, which some individuals may find undesirable. A trust, on the other hand, keeps financial matters confidential.
Samantha:
That’s great advice for our viewers. Have you ever encountered any issues with setting up revocable living trusts? Could you share a bit about your experience?
Steve:
Well, there was this one case where a client initially wanted to include a very specific provision in their trust that would have inadvertently created complications down the line. They were adamant about dictating exactly how their assets should be used by their beneficiaries. After careful discussion and explanation of potential unintended consequences, we were able to arrive at a solution that honored their wishes while also ensuring practicality and long-term stability for their loved ones.
It’s crucial for me as an attorney to not only provide legal expertise but also to act as a guide and counselor. I want my clients to feel confident and informed about their decisions. Building trust and understanding is fundamental to the process.
Samantha:
That speaks volumes about your dedication, Steve. Do you have any statistics that highlight the benefits of trusts?
Steve:
According to a 2021 study by the American College of Trust and Estate Counsel, approximately 70% of Americans do not have a will or trust in place. This underscores the importance of proactive estate planning.
Samantha:
Excellent point, Steve. For those who are interested in learning more about probate law and trusts, how can they get in touch with you?
Steve:
We encourage anyone with questions or concerns about estate planning to reach out to Moreno Valley Probate Law. We offer free consultations to help individuals understand their options and create a plan that meets their unique needs.
Testimonials
“Steve Bliss made the probate process so much easier for me after my mother passed away. He was incredibly patient, knowledgeable, and supportive throughout every step.” – Sarah M., Moreno Valley
“I highly recommend Moreno Valley Probate Law. Steve’s guidance helped us create a comprehensive estate plan that gave us peace of mind knowing our family is protected.” – John & Mary T., 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 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 common reasons people challenge a trust?” 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 |