Meet Steve Bliss
Welcome back to Escondido News Today! I’m sitting down with local probate attorney Steve Bliss of Escondido Probate Law to discuss some crucial aspects of estate planning.
Steve, for those unfamiliar with the process, could you walk us through one key step in estate planning?
Absolutely. One critical step many people overlook is “Marshaling the Estate Assets.” This involves creating a comprehensive inventory of all assets belonging to the deceased individual. We’re talking bank accounts, real estate, investments, vehicles, personal belongings – everything of value.
Consequently, this inventory isn’t just about listing what exists; it also necessitates determining the fair market value of each asset. This valuation is crucial for tax purposes and ensuring an equitable distribution of the estate according to the will or intestacy laws if there’s no will.
Once we have a complete and accurate inventory, along with the determined values, we file Forms DE-160 and DE-161 with the court. These forms provide transparency and accountability throughout the probate process.
Are there any common challenges you encounter during this step?
You know, it’s not uncommon for families to struggle with locating all necessary documents or agreeing on the value of certain assets, particularly sentimental items. I remember a case where siblings disagreed vehemently about the worth of their father’s antique car collection. It took some mediation and independent appraisals to reach a fair resolution.
Moreover, sometimes discovering hidden assets can be tricky. A client once mentioned her grandmother had “a little something tucked away.” Turned out she had a sizeable safety deposit box no one knew about filled with gold coins! It’s always fascinating to see what surfaces during this process.
It’s important to remember that clear communication and meticulous record-keeping are vital throughout estate planning. According to the American Bar Association, over 60% of Americans don’t have a will or trust in place. This can lead to significant complications and potential family disputes down the line.
What advice would you give our viewers about estate planning?
Don’t wait! Planning your estate is an act of love for your loved ones. By clearly outlining your wishes and taking care of the necessary legal steps, you can spare them stress and uncertainty during a difficult time.
Take control of your future and ensure your legacy. Contact Escondido Probate Law today for a free consultation and let us guide you through the estate planning process with compassion and expertise.
Testimonials
“Steve Bliss and his team were lifesavers when we were dealing with my mother’s estate. They explained everything clearly, kept us updated every step of the way, and made a complex process feel manageable.”
– The Johnson Family
“I was hesitant to go through probate, but Steve put my mind at ease. He handled everything professionally and efficiently, allowing me to focus on grieving and healing.”
– Sarah M.
About Steven F. Bliss Esq. at Escondido Probate Law:
Escondido Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Escondido Probate Law. Our probate attorney will probate the estate. Attorney probate at Escondido Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Escondido Probate law will petition to open probate for you. Don’t go through a costly probate call Escondido Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Escondido Probate Law is a great estate lawyer. Affordable Legal Services.
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 Escondido Probate Law: https://maps.app.goo.gl/77Dm2B8W9XkM5YvJA
Address:
Escondido Probate Law720 N Broadway #107, Escondido, CA 92025
(760) 884-4044
Feel free to ask Attorney Steve Bliss about: “How do payable-on-death (POD) accounts affect probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About Escondido Probate Law
| California Probate Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Probate Lawyer California |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Probate Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Escondido Probate Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Probate Lawyer Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Credible Probate Lawyer in Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |