Meet Steve Bliss
Good evening San Diego and welcome back to our legal spotlight series! I’m here tonight with renowned San Diego Probate Attorney, Steve Bliss, of San Diego Probate Law. Steve, thanks for joining us.
Taking Inventory: The Foundation of Estate Planning
Steve, many people find estate planning daunting. Where should someone begin?
It’s understandable to feel overwhelmed, but the process is more manageable than it seems. Ordinarily, I advise clients to start with a comprehensive inventory of their assets. This means listing everything you own: real estate, bank accounts, investments, retirement funds, vehicles, even personal belongings of value.
Why is this step so crucial?
Well, knowing what you have is the first step toward deciding how you want to distribute it. Moreover, a detailed inventory helps identify potential tax implications and ensures that nothing is overlooked during the estate settlement process. Consequently, having a clear picture of your assets sets the stage for making informed decisions about your estate plan.
Navigating Challenges: Real-Life Insights
Steve, have you encountered any common challenges related to this initial inventory step?
One instance that comes to mind involved a client who underestimated the value of their personal art collection. They assumed it was simply sentimental and didn’t realize its true worth until we had an appraiser assess it. This ultimately impacted how they decided to distribute their assets amongst their heirs.
Notwithstanding such situations, I always emphasize the importance of thoroughness. Encouraging clients to seek professional appraisals for valuable items can prevent unexpected surprises down the road.
Planning for the Future: The Bigger Picture
According to a 2021 study by Caring.com, over 60% of adults in the US do not have a will. This highlights the significance of taking these initial steps in estate planning.
It’s true. Many people put off estate planning, thinking they have plenty of time. However, unforeseen events can occur at any moment. Having a plan in place provides peace of mind and ensures your wishes are honored, protecting both you and your loved ones.
Experience the Difference with San Diego Probate Law
“Steve Bliss’s guidance made navigating my mother’s estate so much easier during a difficult time. He was patient, understanding, and truly cared about our family.” – Sarah M.
“I highly recommend San Diego Probate Law. Their expertise and professionalism are exceptional. They helped me create an estate plan that gave me confidence and security for the future.” – John D.
Take Control of Your Legacy
Let San Diego Probate Law empower you to secure your family’s future. Schedule a consultation today and embark on the journey toward peace of mind.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Estate Planning Attorney. Minimize estate taxes with stress-free Probate. We craft wills, trusts, & customized plans to ensure your wishes are met and loved ones protected.
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 San Diego Probate Law:
Address:
San Diego Probate Law3914 Murphy Canyon Rd, San Diego, CA 92123
(858) 278-2800
Map Link: https://g.co/kgs/WzT6443
Feel free to ask Attorney Steve Bliss about: “What is a spendthrift clause in a trust?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |