Meet Steve Bliss
Hi everyone, I’m Brenda Sanchez reporting live from San Diego, where we are sitting down with local probate attorney Steve Bliss to discuss the crucial topic of estate planning.
Why is Estate Planning So Important?
Steve, thanks for joining us today. Why is it so important for people to have an estate plan?
“Estate planning is essential for everyone, regardless of their age or wealth,” explains Steve Bliss. “It ensures that your wishes are carried out after you’re gone and provides peace of mind knowing your loved ones will be taken care of.”
Selecting a Trustworthy Executor or Trustee
Steve, could you elaborate on one of the key steps in the estate planning process?
“Certainly,” says Steve. “One crucial step is selecting an executor or trustee. This individual will be responsible for managing your estate and carrying out your wishes as outlined in your will or trust.”
He emphasizes the importance of choosing someone trustworthy, organized, and capable of handling financial matters. “This person should understand your values and be willing to fulfill their responsibilities diligently,” Steve adds.
“I remember one instance where a client named his brother as executor, unaware that he was struggling financially. Consequently, the brother made some poor decisions regarding the estate’s assets, leading to complications and family disputes.
Conversely, another client carefully considered her options and selected a close friend who possessed strong financial acumen. This choice proved invaluable, ensuring a smooth administration of the estate and minimizing stress for the beneficiaries.”
“Choosing the right executor or trustee can make all the difference in protecting your legacy,” Steve concludes.
Seeking Expert Guidance
“Steve, what advice would you give to someone who is just starting the estate planning process?”
“I highly recommend seeking guidance from a qualified estate planning attorney,” says Steve. “An experienced attorney can help you navigate the complexities of estate law and tailor a plan that meets your unique needs and goals.”
He points out that, according to a study by Caring.com, over 60% of Americans do not have a will. This statistic highlights the widespread need for proper estate planning.
Contact Us Today
Don’t leave your legacy to chance. Take control of your future and ensure your loved ones are protected. Contact San Diego Probate Law today for a free consultation.
Testimonials
“Steve Bliss was incredibly compassionate and understanding during a difficult time. He made the probate process smooth and efficient, and I am grateful for his expertise.”
– Sarah J.
“I highly recommend San Diego Probate Law. Steve is knowledgeable, responsive, and truly cares about his clients.”
– John M.
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: “How do I create a succession plan for my business?” 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 |