Interview with Steve Bliss
Good evening, San Diego. I’m here tonight with Steve Bliss, a renowned probate attorney serving the San Diego community. Steve, thank you for joining us.
Taking Inventory: The Crucial First Step in Estate Planning
Steve, we often hear about wills and trusts, but what are some fundamental steps people should take before even considering those legal documents?
You’re absolutely right. Before diving into the complexities of wills or trusts, it’s essential to lay a solid foundation. The very first step I recommend to my clients is taking a comprehensive inventory of their assets. This might seem straightforward, but it’s often more involved than people realize.
Ordinarily, individuals will list their most obvious assets like real estate and bank accounts. Nevertheless, it’s crucial to think beyond the tangible. Consider investments, retirement funds, personal belongings of significant value – even digital assets like cryptocurrency holdings need to be accounted for.
Moreover, creating this inventory forces you to confront your financial picture honestly. Consequently, many clients discover assets they had forgotten about or gain a clearer understanding of their overall financial standing. This knowledge is crucial when deciding how best to distribute your assets according to your wishes.
Facing Unexpected Challenges
Steve, can you share any instances where this initial inventory step proved particularly challenging for your clients?
I remember one case where a client believed they had a straightforward estate. Upon closer examination, we uncovered numerous retirement accounts spread across different employers over decades – some even forgotten entirely! It took considerable effort to track them down and consolidate the information.
Another instance involved a family heirloom with sentimental value but unclear ownership. We needed to research historical documents and consult with family members to determine its rightful inheritor. These situations highlight why a thorough asset inventory is indispensable; it prevents future confusion and potential disputes among heirs.
The Importance of Organization
It’s clear that taking this initial step seriously can save a lot of headaches down the road. What advice would you give to someone starting their estate planning journey?
My best advice is to be organized and methodical. Gather all relevant financial documents, make lists, and don’t hesitate to seek professional assistance. A qualified estate planning attorney can guide you through this process, ensuring that every asset is accounted for and your wishes are clearly documented.
Remember, approximately 55% of Americans do not have a will or trust in place (According to the AARP). Don’t become part of that statistic. Taking control of your estate planning now can bring peace of mind and protect your loved ones in the future.
Take Charge of Your Future
Steve, thank you for sharing your expertise with us tonight. How can viewers take the next step towards securing their financial legacy?
Start by contacting San Diego Probate Law today. We offer free consultations to discuss your unique needs and guide you through every step of the estate planning process. Don’t leave your future to chance – let us help you create a plan that reflects your values and protects your loved ones.
Testimonials
“Steve Bliss and his team were incredibly supportive and knowledgeable during a difficult time. They made the probate process smooth and efficient, allowing me to focus on grieving my loss.”
“I highly recommend San Diego Probate Law for their professionalism and expertise. Steve’s clear explanations and genuine concern for my well-being gave me confidence in their ability to handle my estate planning needs.”
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: “What does a trustee do after my death?” 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 Irrevocable Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Irrevocable Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Attorney San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Irrevocable Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |