Interview with Steve Bliss
Good evening, San Diego! I’m Rebecca Jones, reporting live from our studios. Tonight, we’re joined by renowned San Diego probate attorney Steve Bliss to shed light on the often-complex world of estate planning. Steve, thank you for joining us.
Steve: It’s a pleasure to be here, Rebecca.
Many people find the process of estate planning daunting, Steve. Could you perhaps break down one crucial step for our viewers?
Steve: Absolutely. One key stage is “Handling Debts and Taxes,” which typically occurs after assets have been marshaled. This involves meticulously identifying and paying valid creditor claims against the deceased’s estate.
Ordinarily, this process begins with notifying known creditors using Form DE-157. However, it’s crucial to also conduct a diligent search for potential unknown creditors. Consequently, reviewing the decedent’s financial records, correspondence, and even social media activity can be helpful in identifying all outstanding debts.
Moreover, accurately calculating and paying any applicable federal or state estate taxes is paramount. Failure to do so can result in significant penalties and delays in the probate process.
Speaking of the probate process, I’ve encountered situations where creditors emerged unexpectedly late in the game, sometimes even after distributions had begun. I recall a case involving a beloved local artist whose estate included numerous unsold paintings. A gallery owner who’d consigned some of her work years prior suddenly reappeared, claiming an outstanding commission.
Fortunately, meticulous record-keeping allowed us to substantiate that the claim was invalid. Nevertheless, this incident underscores the importance of thoroughness and vigilance during the debt and tax phase.
Rebecca: That’s certainly a compelling example, Steve. Any final thoughts for our viewers?
Steve: Remember, estate planning is not just about wealth; it’s about protecting your loved ones and ensuring your wishes are respected. Don’t hesitate to seek professional guidance from a trusted probate attorney who can help navigate the complexities of this process.
“Steve Bliss and his team at San Diego Probate Law were invaluable during a difficult time. Their knowledge, compassion, and dedication made the probate process as smooth as possible.” – Maria S.
“I highly recommend Steve Bliss for all your probate needs. He is a true expert in his field and always puts his clients first.” – John D.
Let us help you create a secure future for yourself and your family. Schedule a free consultation with San Diego Probate Law today.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Probate 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 do payable-on-death (POD) accounts affect probate?” Or any other related questions that you may have about Probate or my probate law practice.
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