A Conversation About Protecting Your Legacy
Good morning, San Diego! I’m sitting down today with Steve Bliss, a renowned probate attorney here in our city, to discuss the critical topic of estate planning. Steve, thank you for joining me.
Taking Inventory: The Foundation of a Solid Estate Plan
Steve, let’s dive into one of the foundational steps in estate planning – taking inventory of assets. Why is this step so crucial?
“Taking inventory is like creating a roadmap for your loved ones,” explains Steve. “It ensures that nothing is overlooked and that your wishes are clearly understood.” He goes on to elaborate, stating that this step involves meticulously listing all possessions: real estate holdings, investment portfolios, bank accounts, retirement funds, personal belongings – everything of value.
Steve emphasizes the importance of being thorough, noting, “Sometimes people forget about seemingly insignificant items like sentimental heirlooms or collections that hold significant monetary or emotional value.” Consequently, a comprehensive inventory prevents confusion and potential disputes among heirs.
Moreover, Steve shares an instance where a client initially underestimated their assets. “They thought they had a modest estate,” he recalls, “but upon closer examination, we discovered a forgotten retirement account worth a substantial sum. This discovery significantly impacted how their estate would be distributed, highlighting the importance of diligence in this initial step.”
“According to a 2021 survey by Caring.com, nearly 60% of Americans don’t have a will or estate plan in place,” Steve notes, underlining the prevalence of unpreparedness. “Taking inventory is the first step towards bridging that gap and safeguarding your legacy.”
Protecting What Matters Most
Steve Bliss and the team at San Diego Probate Law are committed to guiding individuals through every aspect of estate planning with compassion and expertise.
“Working with Steve and his team gave me peace of mind knowing that my family’s future was secure,” shares Sarah, a satisfied client. “They were patient, understanding, and truly cared about my individual needs.”
Take control of your tomorrow. Contact San Diego Probate Law today for a consultation and let them help you build 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: “Do I need a lawyer to create an estate plan?” 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 Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Special Needs Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |