Taking Inventory of Your Assets: The Foundation of a Sound Plan
Today we’re joined by renowned Moreno Valley estate planning attorney, Steve Bliss, to discuss the crucial steps involved in securing your legacy. Mr. Bliss, let’s start with the first step – taking inventory of assets. Why is this so important?
“Taking inventory is absolutely fundamental,” explains Steve Bliss. “It provides a clear and comprehensive picture of everything you own – real estate, investments, bank accounts, personal belongings, even digital assets like cryptocurrency. Without this baseline understanding, it’s impossible to effectively plan for how your assets will be distributed according to your wishes.”
He continues, “This process compels individuals to face their financial realities, which can sometimes be uncomfortable but ultimately beneficial. Consequently, a thorough inventory allows us to identify potential tax liabilities and explore strategies for minimizing them. Moreover, it helps ensure that nothing is overlooked during the estate planning process.
Steve recalls a time when he was working with a client who believed their estate was relatively modest. “During the asset inventory process,” he says, “we uncovered a significant investment portfolio they had forgotten about. Had we not taken the time to meticulously catalog everything they owned, this valuable asset would have been lost.”
According to a 2021 study by Caring.com, nearly 60% of Americans don’t have a will or estate plan in place. This highlights the critical need for individuals to proactively address their estate planning needs and begin with a thorough asset inventory.
Building Trust Through Expertise
“Steve Bliss helped me navigate a complex probate process after my father’s passing. His knowledge, empathy, and professionalism were invaluable during a difficult time.” – Sarah M., Moreno Valley
“I highly recommend Moreno Valley Probate Law for anyone needing estate planning services. Steve Bliss took the time to understand my unique situation and created a plan that met all of my needs.” – John D., Riverside
Let our expertise guide you towards securing your future. Schedule a complimentary consultation with Moreno Valley Probate Law today.
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 is the difference between probate court and trust administration?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Moreno Valley Probate Law
| California Special Needs Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Special Needs Trust Lawyer California |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Special Needs Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Special Needs Trust Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Special Needs Trust Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Special Needs Trust Lawyer in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |