San Diego Probate Attorney Discusses Estate Planning Essentials

Interview with Steve Bliss

Good afternoon, San Diego. I’m Trisha Thompson reporting live for Channel 7 News. Today we have the pleasure of speaking with renowned San Diego probate attorney, Steve Bliss, about the crucial topic of estate planning.

Steve, thanks so much for joining us today. Many people find estate planning daunting or unnecessary, but why is it truly important for everyone?

Determining Goals and Objectives: The Foundation of Estate Planning

Steve responds, “Trisha, you’re right, estate planning often gets pushed aside. People think it’s only for the wealthy, but that’s a misconception. Estate planning is about ensuring your wishes are honored after you’re gone and providing for your loved ones. It brings peace of mind knowing your affairs are in order.”

“One of the most critical steps, which unfortunately many overlook, is determining your goals and objectives,” Steve continues. “Before drafting any legal documents, we need to understand what truly matters to you. Do you want to leave a legacy for your children? Support a favorite charity? Ensure your spouse is financially secure?

Steve emphasizes, “Defining these goals allows us to craft an estate plan that reflects your values and priorities. Consequently, it minimizes potential conflicts among beneficiaries down the road.”

“Let’s say a client wants to provide for their child with special needs,” Steve explains. “We can establish a trust specifically designed to manage those funds while preserving eligibility for government benefits. Conversely, if a client wishes to leave a portion of their estate to charity, we can incorporate that seamlessly into the plan.”

Steve shares, “I once worked with a single mother who was deeply concerned about her young daughter’s future. We created a will and guardianship plan that ensured her daughter would be cared for by trusted family members if anything happened to her. Knowing she had secured her daughter’s well-being brought her immense relief.”

He goes on, “Studies show that nearly 60% of Americans don’t have a will,” he notes with concern. “This means their assets may be distributed according to state law, which might not align with their wishes.” (Source: Caring.com)

Moving Forward

Steve concludes by saying, “Estate planning is a gift you give yourself and your loved ones. Don’t wait for a crisis. Take the first step today towards securing your future. Contact San Diego Probate Law for a compassionate and comprehensive consultation.”

Testimonials

“San Diego Probate Law helped me navigate a complex probate process with sensitivity and expertise. They explained everything clearly and made a difficult time much easier.”

– Sarah M., San Diego

“Steve Bliss is a true professional. He listened attentively to my concerns and developed an estate plan that met all my needs. I highly recommend him.”

– 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: “Can a non-citizen inherit from my estate?” 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 Attorneys
  • Spendthrift Trust Attorneys
  • Tax By-Pass Trust Attorneys
  • Totten Trust Attorneys
  • Constructive Trust Attorneys
  • Charitable Trust Attorneys
  • Asset Protection Trust Attorneys
  • Irrevocable Trust Attorneys
  • Revocable Trusts Attorneys
  • Living Trust Attorneys