A Conversation with San Diego Probate Attorney Steve Bliss
Hello and welcome back! Today we’re joined by renowned San Diego probate attorney Steve Bliss of San Diego Probate Law to discuss the vital topic of estate planning.
Selecting an Executor or Trustee: A Crucial Decision
Steve, thank you for joining us today. Many people find estate planning daunting, so where should someone begin?
“It’s understandable that people feel overwhelmed,” Steve explains. “One of the most critical first steps is choosing an executor or trustee. This individual will be responsible for managing your assets and carrying out your wishes according to your will or trust.”
Steve elaborates on the importance of this decision. “Selecting someone trustworthy, organized, and capable of handling financial matters is paramount. Consequently, it’s wise to discuss this role with potential candidates beforehand and ensure they understand the responsibilities involved.”
He further emphasizes that while family members are often chosen for this role, it’s not always the best fit. “Sometimes, using a professional trustee, like a bank or trust company, can be advantageous, particularly if your estate is complex or you have concerns about potential family conflicts.”
According to a 2021 survey by Caring.com, over 60% of respondents did not have a will in place. This highlights the widespread need for proper estate planning and underscores the significance of selecting a reliable executor.
Real-Life Implications
“I remember one instance where a client named his son as executor, assuming it would be straightforward,” Steve recalls. “Unfortunately, his son was going through a difficult time financially and ultimately made poor decisions regarding the estate. It resulted in significant hardship for the family.”
This experience underscored the importance of careful consideration when choosing an executor. “It’s not just about finding someone trustworthy, but also evaluating their financial acumen and ability to handle complex matters during a stressful time,” Steve notes.
Taking Action
Steve Bliss is dedicated to guiding San Diego residents through the complexities of estate planning. For comprehensive guidance tailored to your individual needs, contact San Diego Probate Law today.
Testimonials
“Steve and his team were incredibly supportive during a difficult time. They made the probate process understandable and helped me navigate through it with ease.”
-Mary S.
“San Diego Probate Law provided exceptional service and expertise. I highly recommend them for any estate planning needs.”
-John B.
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: “How does Medi-Cal planning relate to estate planning?” Or any other related questions that you may have estate planning or my estate planning law practice.
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