Good Afternoon Moreno Valley
Hi everyone, I’m Maria Sanchez reporting live from Moreno Valley. Today we have the pleasure of speaking with Steve Bliss, a respected probate attorney here in our community. Mr. Bliss specializes in helping families navigate the often complex world of estate planning and probate law.
Types of Trusts
Steve, thanks for joining us. Let’s talk about trusts. There are many different types. Could you tell our viewers a little bit about one type that might be particularly beneficial?
“Certainly Maria,” says Steve. “One trust I often recommend to my clients is the Irrevocable Trust. This type of trust offers significant advantages, especially for those looking to protect their assets and potentially reduce estate taxes.”
Steve continues, ” An irrevocable trust, as the name implies, cannot be easily modified or revoked once it’s established. Consequently, assets placed within this trust are typically shielded from creditors and potential lawsuits. Moreover, because these assets are no longer considered part of your taxable estate, an irrevocable trust can help minimize estate taxes for your beneficiaries.”
“It’s important to note,” Steve emphasizes, “that setting up an irrevocable trust is a serious decision that requires careful planning. Ordinarily, I work closely with my clients to determine if this type of trust aligns with their specific goals and circumstances.”
Real-Life Implications
Steve, have you ever encountered any challenges or unique situations when helping clients set up irrevocable trusts?
“Yes, I remember a case involving a successful business owner who was concerned about protecting his assets from potential future litigation. He had worked tirelessly to build his company and wanted to ensure that his hard-earned wealth would be secure for his family’s future. We decided an Irrevocable Trust was the best option.”
“Transferring a portion of his assets into this trust provided him with peace of mind, knowing they were shielded from potential claims. It allowed him to focus on what he did best—running his business—without constantly worrying about legal risks.”
The Power of Planning
Steve, are there any statistics that highlight the importance of proper estate planning, perhaps involving trusts?
“Absolutely Maria. According to a recent study by the AARP, over 60% of Americans do not have a will or any formal estate plan in place. This can lead to significant complications and potential family disputes after someone passes away. Creating a trust, as part of a comprehensive estate plan, can help avoid these pitfalls and ensure that your wishes are carried out.”
Moving Forward
Steve, how can our viewers get in touch with you or learn more about the services Moreno Valley Probate Law offers?
“We encourage anyone with questions about trusts, probate, or estate planning to reach out. You can visit our website at [website address] or call us directly at [phone number]. Our team is dedicated to providing compassionate and personalized legal guidance during what can be a challenging time.”
Testimonials
“Steve Bliss helped me navigate the complex process of probate after my mother passed away. He was incredibly patient, knowledgeable, and always available to answer my questions. I felt confident that my mother’s wishes were being honored.”
– Sarah M. Moreno Valley
“I was overwhelmed trying to figure out how to best protect my assets for my children. Steve Bliss took the time to explain all my options clearly and helped me create an estate plan that gave me peace of mind.”
– John T. Moreno Valley
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 my spouse using 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
| Moreno Valley Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Trust Attorney Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Trust Attorney |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Trust Attorney Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Trust Attorney in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |