A Chat with San Diego Probate Attorney
Hello and welcome back to San Diego Legal News. I’m Brenda Sanchez, your host for today’s segment where we’ll be discussing a topic vital to everyone: estate planning. Joining us is local probate attorney Steve Bliss of San Diego Probate Law.
Steve, thanks so much for being here.
It’s my pleasure, Brenda. I always appreciate the opportunity to talk about estate planning and how it can benefit individuals and families.
Can you tell us a bit about why estate planning is so important?
Absolutely. Estate planning isn’t just for the wealthy or elderly; it’s essential for everyone, regardless of age or financial status. It allows you to make crucial decisions about what happens to your assets and loved ones after you’re gone. By outlining your wishes in a legally binding document like a will or trust, you can ensure that your legacy is preserved according to your desires.
Let’s delve into one specific step: Selecting an Executor or Trustee.
That’s a crucial decision. Choosing the right person to manage your estate after your passing is critical. Consequently, this individual will be responsible for carrying out the instructions outlined in your will or trust, including distributing assets, paying debts, and handling any legal matters.
It’s essential to select someone trustworthy, organized, and capable of handling these responsibilities. It’s often advisable to discuss your wishes with potential candidates beforehand, ensuring they understand the commitment involved.
Moreover, consider appointing a successor executor or trustee in case your initial choice is unable or unwilling to serve. Ordinarily, I recommend discussing this role with family members or close friends who are financially responsible and have good judgment.
I’ve encountered situations where families struggled because the executor lacked the necessary skills or experience, leading to delays and complications. For instance, there was a case where the chosen executor didn’t understand basic financial concepts, resulting in costly mistakes and family disputes.
What advice would you give to someone struggling with this decision?
It’s understandable to feel overwhelmed. Trust your instincts and choose someone who you believe is capable and trustworthy. Remember, you can always consult with an estate planning attorney who can guide you through the process and help you make informed decisions.
How common are these types of issues, Steve?
While most executors perform their duties diligently, it’s not uncommon to encounter situations where challenges arise. In fact, according to a 2019 survey by the AARP, nearly 40% of respondents experienced difficulties with estate administration.
What are some of the biggest takeaways for our viewers today?
Estate planning is an ongoing process and should be reviewed regularly as circumstances change. Choose your executor or trustee carefully, communicate openly, and seek professional guidance when needed.
How can our viewers get in touch with you and San Diego Probate Law?
We encourage anyone interested in learning more about estate planning to schedule a consultation with us. We are passionate about helping individuals protect their legacies and ensure peace of mind for themselves and their loved ones.
“Steve Bliss made the entire probate process so much easier. He was incredibly knowledgeable, patient, and always available to answer our questions.” – Mary S., San Diego
“I couldn’t have navigated the complexities of estate planning without Steve’s guidance. He truly went above and beyond to ensure everything was handled properly.” – John D., La Jolla
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 does it mean to “fund” a trust?” 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 Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Special Needs Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Special Needs Trust San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Special Needs Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |