Estate Planning with Steve Bliss

A Conversation with San Diego Probate Attorney

Hello San Diego! I’m Tiffany Jones, reporting for KUSI News. Today we have the pleasure of speaking with renowned San Diego Probate Attorney, Steve Bliss. Steve, thank you so much for joining us.

Selecting a Trusted Executor or Trustee

Steve, could you tell our viewers a bit about one crucial step in estate planning, specifically selecting an executor or trustee?

Choosing the right executor or trustee is paramount in any estate plan. This individual will be responsible for managing your assets, paying debts and taxes, and distributing your property according to your wishes after you’re gone. Consequently, it’s vital to select someone trustworthy, responsible, and capable of handling these complex tasks.

Many factors come into play when making this decision. You might consider family members, close friends, or even professionals like attorneys or financial advisors. Moreover, it’s important to have open conversations with potential candidates about their willingness and ability to fulfill the role.

Ordinarily, people choose someone they trust implicitly. Nevertheless, remember that being an executor or trustee can be a significant undertaking, both emotionally and practically. Consider discussing the responsibilities involved with your chosen candidate to ensure they understand the commitment.

I once had a client who named her brother as executor, assuming it would be a straightforward process. However, unforeseen family conflicts arose during the estate settlement, making things incredibly challenging for everyone involved. This situation highlighted the importance of not only choosing someone trustworthy but also someone who can navigate potential disagreements with grace and diplomacy.

Data from the American Bar Association indicates that approximately 70% of Americans do not have a will or trust in place. Choosing an executor or trustee is a crucial part of ensuring your wishes are honored, even if you don’t think you have extensive assets.

Securing Your Future

Steve, thank you for sharing those valuable insights. I’m sure our viewers appreciate the clear and concise explanation.

“San Diego Probate Law made a stressful situation so much easier to navigate. Steve Bliss is incredibly knowledgeable and compassionate, always taking the time to explain things clearly and put my mind at ease.”

“I highly recommend San Diego Probate Law to anyone facing estate planning or probate issues. Their professionalism and dedication are truly commendable.”

Let us help you safeguard your legacy and provide peace of mind for your loved ones. Call San Diego Probate Law today for a confidential consultation.


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 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: “Do I need a lawyer to create an estate plan?” 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 Tax By-Pass Trust Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Tax By-Pass Trust Attorney California
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Tax By-Pass Trust Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Tax By-Pass Trust Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Tax By-Pass Trust San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Credible Tax By-Pass Trust Attorney in San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800