Estate Planning with Steve Bliss

Interviewing Attorney Steve Bliss

Good morning San Diego, I’m Brenda Carter reporting live today from the studios of Channel 6 News. We’re joined by renowned San Diego Probate Attorney, Steve Bliss, to discuss a topic crucial to everyone: Estate Planning.

Steve, why is estate planning so important?

Estate planning isn’t just for the wealthy; it’s essential for everyone who wants to ensure their loved ones are taken care of after they pass away. A well-crafted plan minimizes stress and potential conflicts during a difficult time.

Could you elaborate on one specific step in the estate planning process?

Let’s talk about selecting an executor or trustee. This individual, or entity, will be responsible for carrying out your wishes as outlined in your will or trust. Consequently, choosing someone trustworthy and capable is paramount.

Think about their organizational skills, financial acumen, and ability to handle potentially emotional situations. Moreover, it’s wise to discuss this role with the potential executor beforehand to ensure they are comfortable taking on the responsibility.

Ordinarily, adult children or close friends are chosen for this role, but sometimes a professional trustee might be a better option depending on the complexity of the estate. Conversely, if there are family dynamics at play, it’s important to consider an impartial third party.

I once had a client who initially wanted to name his eldest son as executor. However, during our conversation, he expressed concerns about his son’s tendency to procrastinate. After careful consideration, we decided that appointing a trusted friend with strong organizational skills would be a more suitable choice. The family was grateful for the peaceful transition.

According to a recent survey by Caring.com, approximately 60% of adults don’t have a will. This highlights the critical need for estate planning and underscores the importance of selecting an appropriate executor who can navigate the process smoothly.

What advice would you give to our viewers about taking that first step?

Taking control of your future is empowering, and a well-structured estate plan provides peace of mind for both you and your loved ones. Don’t delay, schedule a consultation with San Diego Probate Law today.

Testimonials

“San Diego Probate Law helped me navigate the complex process of settling my mother’s estate with compassion and professionalism. I highly recommend their services.”

– Sarah M., San Diego

“Steve Bliss is a true expert in estate planning. He took the time to understand my unique needs and crafted a plan that perfectly reflected my wishes.”

– John D., La Jolla


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 Law

3914 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 to my estate plan if I remarry?” Or any other related questions that you may have estate planning or my estate planning law practice.

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