Interview with Local Reporter
Good evening San Diego, and welcome back to our local news segment. Tonight we’re joined by Steve Bliss, a prominent San Diego probate attorney specializing in estate planning.
Steve, thanks for joining us tonight. For viewers unfamiliar with the term ‘estate planning,’ could you provide a brief explanation?
Estate Planning Explained
You bet! Estate planning is essentially a roadmap for managing your assets and ensuring they are distributed according to your wishes after you pass away. It involves making decisions about things like who will inherit your property, how your debts will be paid, and even who will care for your minor children.
Choosing the Right Trust
One crucial aspect of estate planning is choosing the right type of trust. Could you tell us a little bit about some common types and which might be most suitable for different individuals?
Absolutely. There are many types of trusts, each with unique benefits depending on your individual circumstances. For example, a Revocable Living Trust is a popular choice because it allows you to maintain control over your assets during your lifetime while avoiding probate after your death.
Conversely, an Irrevocable Trust offers greater asset protection but relinquishes your control over the assets once it’s established. Consequently, the best type of trust for you depends on factors like your age, financial situation, and estate planning goals.
Challenges and Successes
Steve, have there been any particular challenges or successes you’ve encountered when guiding clients through the process of setting up a Trust?
I recall one client who was hesitant to set up a trust because they feared losing control of their assets. We spent considerable time discussing the benefits and limitations of different types of trusts, ultimately choosing a Revocable Living Trust that provided peace of mind without sacrificing their autonomy.
In another case, we helped a family navigate the complexities of setting up a Special Needs Trust for their child with disabilities. Witnessing the relief and gratitude they felt when knowing their child would be cared for financially, even after their passing, was incredibly rewarding.
“Nearly 70% of Americans do not have a will or trust in place,” according to a 2021 survey by Caring.com. This highlights the critical need for individuals to proactively plan for the future and protect their loved ones.
Seeking Expert Guidance
What advice would you give to someone considering estate planning but unsure where to start?
My best advice is to consult with an experienced probate attorney. We can help you understand your options, navigate complex legal requirements, and create a plan that aligns with your specific needs and goals.
Testimonials
“San Diego Probate Law was incredibly helpful in guiding me through the process of setting up my trust. They were knowledgeable, patient, and always available to answer my questions. I feel confident that my assets are now protected for my family’s future.”
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“Steve Bliss is a true expert in estate planning. He took the time to understand my unique situation and developed a customized plan that addressed all of my concerns. I highly recommend San Diego Probate Law to anyone needing assistance with their estate planning.”
Ready to take control of your future? Contact San Diego Probate Law today for a complimentary consultation and let us 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 Trust 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 are the rights of a surviving spouse under California law?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About San Diego Probate Law
- Special Needs Trust Lawyers
- Spendthrift Trust Lawyers
- Tax By-Pass Trust Lawyers
- Totten Trust Lawyers
- Constructive Trust Lawyers
- Charitable Trust Lawyers
- Asset Protection Trust Lawyers
- Irrevocable Trust Lawyers
- Revocable Trusts Lawyers
- Living Trust Lawyers