Getting Started with Estate Planning
Good afternoon, and welcome back to our segment on local legal experts. Today, we’re joined by Steve Bliss, a renowned San Diego Probate Attorney, to discuss the crucial topic of estate planning. Steve, thank you for joining us.
The Importance of Choosing an Executor or Trustee
Steve, many people are unsure where to begin when it comes to estate planning. What’s one fundamental step you would recommend?
“Selecting a trustworthy executor or trustee is paramount in the estate planning process,” explains Steve. “This individual will be responsible for carrying out your wishes as outlined in your will or trust after you pass away. Consequently, choosing someone reliable, organized, and capable of handling financial matters is essential.”
He continues, “Think about individuals who are good with finances, have strong decision-making skills, and possess the empathy to navigate complex family dynamics during a sensitive time. Moreover, consider discussing your choice with the potential executor or trustee beforehand to ensure they understand the responsibility involved and are willing to accept the role.”
“Notwithstanding these discussions, unforeseen circumstances can arise,” Steve acknowledges. “I once worked with a client who named their eldest child as executor. Tragically, that child passed away before the client did. Fortunately, we had a backup plan in place, which minimized stress and delays for the family during an already difficult period.”
According to AARP, nearly 60% of adults do not have a will or trust in place. This statistic highlights the urgency of addressing estate planning needs.
San Diego Probate Law: Expertise You Can Trust
“We strive to make the estate planning process clear and accessible for our clients,” says Steve. “Our team at San Diego Probate Law is dedicated to providing personalized guidance and ensuring that your wishes are honored.”
Testimonials
“Steve Bliss and his team were incredibly understanding and patient as they helped me navigate the complex probate process after my father’s passing. They made a difficult time much easier to manage.”
– Sarah M., San Diego
“I highly recommend San Diego Probate Law for their expertise in estate planning. Steve took the time to thoroughly explain all my options and created a plan that perfectly suited my needs.”
– John D., La Jolla
Secure Your Legacy
Don’t wait to secure your family’s future. Contact San Diego Probate Law today for a complimentary consultation and embark on the journey of creating a legacy that endures.
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 special needs 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 |