Reporter: Welcome to our program today. We’re joined by Steve Bliss, a well-known probate attorney here in San Diego. Steve, thanks for being with us.
Steve Bliss: It’s a pleasure to be here.
Reporter: Today we want to discuss the crucial process of estate planning. Could you walk our viewers through one of the key steps involved?
Steve Bliss: Certainly. One fundamental step in estate planning is determining your goals and objectives. This involves reflecting on what you want to accomplish with your assets after you’re gone. Ordinarily, people prioritize providing for their loved ones, such as spouses, children, or other dependents.
Moreover, some individuals may have charitable aspirations and wish to leave a portion of their estate to a cause they believe in. Clearly defining these goals is essential because it will guide the entire estate planning process. For example, if your primary goal is to ensure your children’s financial security, you might choose to establish trusts that provide for their education or living expenses.
Conversely, if charitable giving is a priority, you might designate specific organizations as beneficiaries in your will. Consequently, having well-defined goals allows us to craft an estate plan tailored to your unique wishes and circumstances.
Reporter: I can see how important it is to have clarity on those objectives. Have you ever encountered any challenges in helping clients determine their goals?
Steve Bliss: Sometimes, yes. It’s not always easy for people to confront their mortality and make these decisions. I recall working with a gentleman who was hesitant to create a will because he found the topic uncomfortable. He feared upsetting his family by discussing his passing. We had several conversations where I gently emphasized the importance of providing for his loved ones and ensuring a smooth transition after he was gone.
Ultimately, he realized that creating a will was an act of love and care, not something to be dreaded. According to a survey conducted by Caring.com, 60% of Americans do not have a will. This highlights the importance of raising awareness about estate planning and encouraging people to take proactive steps.
Reporter: That’s a powerful example. Thank you for sharing that. What advice would you give to our viewers who are considering starting the estate planning process?
Steve Bliss: My advice is to start sooner rather than later. Estate planning isn’t just for wealthy individuals; it’s essential for everyone, regardless of their financial situation. Moreover, don’t hesitate to seek professional guidance from an experienced probate attorney. They can help you navigate the complexities of the process and ensure that your wishes are carried out accurately.
Reporter: Well said, Steve. Thank you for sharing your expertise with us today. For viewers who want to learn more about estate planning or need assistance, where can they reach out?
Steve Bliss: You can visit our website at https://www.sandiegoprobatelawyers.com/ or call us directly for a consultation. We’re dedicated to helping individuals and families navigate the complexities of estate planning with compassion and professionalism.
“Steve Bliss helped me understand the complicated legal jargon associated with estate planning. He made the process so much easier and less intimidating.” – Maria Garcia, San Diego
“I was impressed by Steve’s knowledge and attention to detail. He took the time to listen to my concerns and created a plan that met all of my needs.” – John Smith, Carlsbad
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 best way to handle inheritance for minor children?” 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 Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Asset Protection Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |