Getting Your Affairs in Order: A Conversation with Attorney Steve Bliss
Good morning, San Diego. Today we’re joined by Steve Bliss, a prominent probate attorney here in San Diego. Steve, thanks for taking the time to speak with us.
Steve, let’s talk about estate planning. What are some of the essential steps people should consider when creating an estate plan?
Selecting a Trustee: A Crucial Decision
Choosing a trustee is one of the most crucial decisions in the estate planning process. Ordinarily, individuals select someone they deeply trust, someone who possesses strong financial acumen and the ability to make sound judgments.
Consequently, it’s vital to consider factors like age, health, and experience when making this selection. The trustee will be responsible for managing your assets according to the terms outlined in your trust document.
Moreover, they will handle distributions to beneficiaries, file necessary tax returns, and ensure that all legal requirements are met. This responsibility can be significant, so choosing a trustworthy and capable individual is paramount.
I remember one instance where a client named their adult child as trustee without fully considering the implications. The child, though well-meaning, lacked financial experience and struggled to manage the complex investment portfolio left behind. Ultimately, we had to intervene and appoint a professional trustee to ensure the assets were properly handled.
Notwithstanding these challenges, selecting a family member can be beneficial if they possess the necessary skills and are willing to commit the time and effort required. It’s important to have open and honest conversations with potential trustees about their capabilities and willingness to take on this responsibility.
According to the American Bar Association, over 50% of Americans do not have a will or trust in place. This lack of planning can lead to unintended consequences for loved ones, highlighting the importance of proactive estate planning.
Seek Guidance from Experts
Steve, what’s the best way for our viewers to get started with estate planning?
“The first step is to reach out to a qualified probate attorney. We can guide you through the process, help you identify your goals, and create an estate plan tailored to your specific needs.”
Testimonials
“Steve Bliss and his team made the entire probate process seamless. They were incredibly knowledgeable, compassionate, and responsive to all of our questions.”
– Sarah M., San Diego
“I was overwhelmed with the thought of handling my mother’s estate, but Steve Bliss took care of everything. He explained each step clearly and made sure I felt comfortable throughout the process.”
– John K., La Jolla
Let us help you navigate the complexities of estate planning and ensure your legacy is protected for generations to come. Contact San Diego Probate Law today to schedule a complimentary consultation.
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 happens if a beneficiary dies before me?” 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 |