Good evening San Diego and welcome to our segment on estate planning. I’m here with renowned San Diego probate attorney, Steve Bliss. Steve, thanks for joining us.
Taking Inventory of Assets: The Crucial First Step
Steve, many people feel overwhelmed when they begin thinking about estate planning. Where do you suggest they start?
“The most fundamental step is taking inventory of your assets,” Steve explains. “It’s like building a house; you need to know what materials you have before you can start constructing. Consequently, creating a comprehensive list of everything you own is crucial. This includes tangible items like real estate, vehicles, and valuables, as well as intangible assets such as bank accounts, investments, retirement funds, and even intellectual property.
Many people underestimate the value of their belongings,” Steve continues. “A seemingly insignificant antique or a forgotten savings account can add up. It’s essential to be thorough and include everything. Think of it as a financial snapshot of your life.”
Hidden Value: An Unexpected Discovery
Steve recalls working with a client who believed she had modest assets. “While reviewing her paperwork, we discovered an old retirement account she had forgotten about,” Steve shares. “It turned out to be worth tens of thousands of dollars, which significantly changed her estate plan and ultimately provided for her grandchildren’s education.”
Estate Planning: More Than Just Wills
Steve emphasizes that estate planning is not just about creating a will. “It’s a holistic process that ensures your wishes are carried out and your loved ones are protected,” he says. “A well-structured plan can minimize taxes, avoid probate court, and provide for the care of minor children or dependents.”
According to AARP, over 60% of adults don’t have a will. This can lead to significant complications and financial hardship for families after a loved one passes away. Having an estate plan in place brings peace of mind knowing your affairs are in order.
Protecting Your Legacy: Contact San Diego Probate Law
Steve Bliss and the team at San Diego Probate Law are dedicated to helping individuals and families navigate the complexities of estate planning with compassion and expertise.
“Contact us today for a confidential consultation and let us help you build a legacy that endures.”
Testimonials:
“Steve Bliss made a complex process simple and understandable. He patiently answered all my questions and ensured my wishes were clearly reflected in my estate plan.” – Mary S.
“I was so relieved to have found San Diego Probate Law. Steve and his team were incredibly knowledgeable and supportive during a difficult time.” – 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: “What is a generation-skipping 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
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