A Conversation with San Diego Probate Attorney
Hello and welcome! I’m Brenda Jones, a reporter for Channel 8 News in San Diego. Today, we’re talking about estate planning with local probate attorney, Steve Bliss.
Selecting the Right Executor or Trustee
Steve, thank you so much for joining us today. Many people are intimidated by the idea of estate planning. Can you break down one crucial step in the process and make it seem less daunting?
“Absolutely, Brenda,” Steve says, leaning forward. “One of the most important steps is selecting an executor or trustee. This individual will be responsible for carrying out your wishes after you pass away.” He pauses, considering his words carefully.
“Choosing someone trustworthy and capable is paramount. Think about who is organized, responsible, and understands your values. Ordinarily, this person would be a close family member or friend. But it’s important to remember that they don’t necessarily have to be the person closest to you in terms of relationship; rather, choose someone with the skills and judgment needed to manage your affairs effectively. Moreover, while choosing someone familiar can seem comforting, sometimes an impartial third party like a professional trustee might be a better fit, especially for complex estates.”
“There are definitely situations where things haven’t gone as smoothly as they could have,” Steve reflects thoughtfully. “I once worked with a family who chose a sibling as executor, only to find out later that he had personal financial difficulties and wasn’t equipped to handle the complexities of the estate. It ended up causing a lot of tension and legal issues that could have been avoided.”
“To avoid such complications,” Steve continues, “I always advise my clients to have open and honest conversations with potential executors about their willingness and capacity to take on this responsibility. It’s crucial to consider factors like age, health, and financial stability. It’s a big job, and it’s important for everyone involved to be on the same page.”
Trusting Professionals
“That makes sense,” I agree. “So, what advice would you give to someone who is just starting to think about estate planning?”
“My biggest piece of advice is don’t wait! The sooner you start planning, the better prepared you and your loved ones will be. According to a survey by Caring.com, nearly 60% of Americans don’t have a will. That’s a staggering number considering how crucial it is for protecting your assets and ensuring your wishes are carried out.”
“Seeking guidance from an experienced estate planning attorney like myself can be invaluable,” Steve adds confidently. “We can help you navigate the complexities of the process, answer your questions, and develop a plan that meets your unique needs.”
A Legacy of Peace
Steve, thank you for sharing your expertise. I think this conversation will be incredibly helpful for our viewers. Is there anything else you’d like to add?
“Remember,” Steve concludes, “estate planning isn’t just about money; it’s about peace of mind. Knowing that your affairs are in order can relieve stress and allow you to focus on what truly matters.”
Testimonials
“Steve Bliss was incredibly patient and understanding as we navigated the complexities of my mother’s estate. He made a difficult process much easier, and I’m so grateful for his guidance.” – Sarah M.
“I highly recommend San Diego Probate Law. Steve is knowledgeable, compassionate, and truly cares about his clients. He helped me create a comprehensive estate plan that gives me peace of mind for the future.”- David L.
Let us guide you through the intricate world of estate planning. Schedule your free consultation with San Diego Probate Law today and secure your legacy for tomorrow.
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 is the annual gift tax exclusion?” Or any other related questions that you may have estate planning or my estate planning law practice.
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