Introduction
Hi everyone, I’m Brenda Sanchez reporting for KUSI News in sunny San Diego! Today, we have the pleasure of speaking with Steve Bliss, a renowned probate attorney here in San Diego. Steve, thanks so much for joining us.
Determining Goals and Objectives: A Cornerstone of Estate Planning
Steve, many people find estate planning intimidating. Where should someone begin? Can you walk us through one key step?
“Certainly,” says Steve. “A foundational step in estate planning is determining your goals and objectives. What do you want to accomplish with your estate plan? Who are the beneficiaries you wish to provide for? Do you have any charitable aspirations?”
Steve elaborates, emphasizing the importance of clarity: “Defining these objectives guides the entire process. For instance, if a client wants to ensure their children receive their inheritance gradually rather than all at once, we can structure the plan accordingly through trusts. Conversely, if they aim to minimize estate taxes, we might explore different gifting strategies.”
He underscores that this step often involves introspective conversations: “Many clients haven’t explicitly considered these questions before. Nevertheless, it’s crucial because their answers directly influence how their assets are distributed and managed after their passing.”
Moreover, Steve highlights the potential pitfalls of neglecting this step: “Without clearly defined goals, estate plans can become ambiguous, leading to disputes among beneficiaries or unintended consequences.” He recounts a situation where a client passed away without specifying guardians for minor children. Consequently, a protracted legal battle ensued amongst family members, causing significant emotional distress.
Experience Matters
“Over 70% of Americans don’t have a will, according to the AARP.” Steve shares this statistic with concern, emphasizing the importance of proactive estate planning. “Having a well-defined plan brings peace of mind, knowing your loved ones will be taken care of according to your wishes.”
A Call to Action
“Don’t wait for tomorrow. Contact San Diego Probate Law today and let our team help you build a secure future for yourself and your loved ones.”
Testimonials
“Steve Bliss made the complex process of probate incredibly understandable. His compassion and professionalism were invaluable during a difficult time.”
– Mary T.
“San Diego Probate Law went above and beyond to protect my family’s interests. Their expertise and dedication are truly commendable.”
– John S.
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 I die without an estate plan in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| California Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Attorneys San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Attorneys in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |