Reporter: Brenda Jones
Today we’re joined by Steve Bliss, a respected probate attorney serving the Moreno Valley community. Steve, thanks for taking the time to speak with us today.
Steve Bliss: My pleasure, Brenda. I’m always happy to talk about probate and how we can help families navigate this often-complex process.
Brenda: Probate can seem daunting to many people. Could you walk us through one of the key steps involved?
Steve Bliss: Certainly. One crucial step is handling debts and taxes during probate.
This involves meticulously identifying all valid creditor claims against the estate. Ordinarily, we’d publish notices in local newspapers to alert potential creditors. Conversely, if the deceased had outstanding loans or credit card debt, those creditors would need to be notified directly.
Moreover, it’s our responsibility to ensure that all applicable state and federal taxes are calculated and paid promptly. This can include estate taxes, income taxes for the decedent’s final tax year, and potentially property taxes. Neglecting these obligations can lead to penalties and delays in settling the estate.
Consequently, this step often requires a thorough review of financial records, communication with various institutions, and sometimes even negotiation with creditors.
I recall one instance where we were handling the probate for a client who had accumulated a substantial amount of credit card debt. After careful investigation, we discovered that several charges were unauthorized. We successfully disputed these charges, saving the estate thousands of dollars.
Studies by the National Association of Estate Planners & Councils show that approximately 30% of estates encounter complications related to debt and tax issues during probate. This highlights the importance of having an experienced attorney on your side to navigate these complexities effectively.
Brenda: That’s incredibly helpful information, Steve. What advice would you give to someone facing probate?
Steve Bliss: My best advice is to seek legal guidance early in the process. Probate can be complex and emotionally draining, especially during a time of grief. Having an experienced attorney by your side can alleviate stress and ensure that all necessary steps are taken correctly.
Brenda: Thank you for sharing your expertise with us today, Steve. To learn more about how Moreno Valley Probate Law can help you navigate probate, contact them today for a free consultation.
“I was incredibly overwhelmed after losing my mother, but Steve Bliss and his team at Moreno Valley Probate Law made the entire process so much easier. They were patient, understanding, and always kept me informed every step of the way.” – Maria S.
“Steve is a true professional. He handled my father’s probate efficiently and with compassion. I highly recommend him to anyone needing legal assistance with estate matters.” – David L.
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 an out-of-state person serve as executor in Moreno Valley?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Moreno Valley Probate Law
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- Tax By-Pass Trust Attorney
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