Interview with Steve Bliss
Hello, and welcome back. Today we are joined by Steve Bliss, a prominent estate planning attorney here in Escondido. Steve, thanks so much for being with us.
My pleasure. Happy to be here.
The Importance of Taking Inventory: Laying the Foundation for a Solid Estate Plan
Steve, we often hear about wills and trusts when it comes to estate planning. But before diving into those legal documents, what’s the very first step someone should take?
That’s right. The foundation of any good estate plan is a comprehensive inventory of your assets. Ordinarily, people think about their house or car, but it goes far beyond that. You need to consider everything of value you own – bank accounts, retirement funds, investments, even personal items like jewelry and artwork.
Consequently, this step can be more time-consuming than people realize. I recommend creating a detailed list, including account numbers, property descriptions, and estimated values. It’s also wise to keep all relevant documentation organized in a safe place. This meticulous approach will save your loved ones considerable headache down the road.
Notwithstanding its importance, I’ve encountered situations where individuals underestimate this step. Once, a client came to me believing they had a straightforward estate. After taking inventory, we discovered a significant portfolio of investments they had completely forgotten about – assets that significantly impacted their overall plan.
Moreover, remember that your asset inventory isn’t static. As you acquire new possessions or make financial adjustments, update your list accordingly. A recent study by the AARP found that nearly 60% of adults aged 50 and older do not have a written record of their assets.
Ensuring Your Wishes Are Honored
Steve, thank you for sharing those insights. It seems clear that taking inventory is vital for creating a solid estate plan. How can readers learn more about this process and connect with your firm?
“We are dedicated to helping Escondido residents navigate the complexities of estate planning. Contact us today for a free consultation, and let our team guide you through every step of the process.”
Testimonials
“Steve Bliss and his team were invaluable in helping me plan for my family’s future. They made the process understandable and ensured my wishes were clearly documented.”
“Escondido Probate Law provided exceptional service and expertise. I highly recommend them to anyone seeking guidance on estate planning matters.”
About Steven F. Bliss Esq. at Escondido Probate Law:
Escondido Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Escondido Probate Law. Our probate attorney will probate the estate. Attorney probate at Escondido Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Escondido Probate law will petition to open probate for you. Don’t go through a costly probate call Escondido Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Escondido 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 Escondido Probate Law: https://maps.app.goo.gl/77Dm2B8W9XkM5YvJA
Address:
Escondido Probate Law720 N Broadway #107, Escondido, CA 92025
(760) 884-4044
Feel free to ask Attorney Steve Bliss about: “Are online estate planning services reliable?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Escondido Probate Law
| California Spendthrift Trust Attorney |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Spendthrift Trust Attorney California |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Spendthrift Trust Trust Attorney |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Escondido Spendthrift Trust Attorney |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Spendthrift Trust Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Credible Spendthrift Trust Attorney in Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |