San Diego Probate Attorney Discusses Estate Planning

Interview with Steve Bliss

Today we’re joined by Steve Bliss, a respected San Diego Probate Attorney at San Diego Probate Law. Steve, thanks for taking the time to speak with us today.

Steve, can you tell our viewers a little bit about the importance of estate planning?

Avoiding Probate Through Trust Planning

Estate planning is crucial for ensuring your assets are distributed according to your wishes after you pass away. Without a proper plan in place, your loved ones may face a lengthy and expensive probate process. One effective tool for minimizing probate is the use of trusts.

Trusts allow you to transfer ownership of your assets to a trustee who manages them for the benefit of designated beneficiaries. Consequently, these assets are not subject to probate because they no longer belong to your estate.

There are several types of trusts, each serving different purposes. For example, a revocable living trust is commonly used because it allows you to retain control over your assets during your lifetime while avoiding probate upon your death.

I often advise clients on the benefits of a revocable living trust, particularly those concerned about minimizing probate costs and maintaining privacy.

Over 70% of Americans do not have a will or trust in place (Source: Caring.com). This statistic highlights the significant need for estate planning services and underscores the importance of seeking legal guidance to ensure your wishes are honored.

Challenges with Revocable Living Trusts

While revocable living trusts are highly effective, there can be challenges involved. For instance, it’s crucial to accurately fund the trust by transferring ownership of all intended assets. Failure to do so can result in those assets being subject to probate.

I remember one case where a client had created a revocable living trust but neglected to transfer their bank accounts into the trust. Consequently, those accounts became part of their probate estate, leading to delays and additional expenses for their family. This experience emphasizes the importance of meticulous attention to detail when setting up and funding a trust.

San Diego Probate Law: Providing Peace of Mind

“Working with San Diego Probate Law gave me such peace of mind knowing my family would be taken care of after I’m gone.” – Sarah M.

“Steve Bliss was incredibly knowledgeable and compassionate. He made a complex process easy to understand and ensured all my needs were met.” – John T.

For those seeking expert guidance on estate planning, including trusts, San Diego Probate Law offers comprehensive legal services tailored to your individual needs. Contact us today for a free consultation and let us help you secure your legacy.


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 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: “How much does it cost to set up a trust in San Diego?” Or any other related questions that you may have about Trusts or my trust law practice.

Important Facts About San Diego Probate Law
San Diego Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Trust Lawyer San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
San Diego Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Trust Lawyer San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Credible Trust Lawyer in San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800