San Diego Probate Attorney Steve Bliss Discusses Estate Planning

Interviewer:

Welcome back to San Diego Today! Joining us is local probate attorney Steve Bliss from San Diego Probate Law. Steve, thanks for being here.

Steve Bliss:

It’s my pleasure to be here. Thank you for having me.

Interviewer:

For those unfamiliar with your practice, can you tell us a bit about what San Diego Probate Law does?

Steve Bliss:

At San Diego Probate Law, we guide our clients through the often complex world of estate planning and probate. This includes drafting wills, trusts, powers of attorney, and advance healthcare directives. We also help families navigate the probate process after a loved one has passed away. Our goal is to ensure that our clients’ wishes are carried out and their assets are protected.

Interviewer:

That’s incredibly helpful information. Let’s dive a little deeper into trusts. Can you explain some of the benefits of establishing a trust?

Steve Bliss:

Trusts are a powerful tool for estate planning and can offer numerous advantages. Today, we’re going to focus on the Revocable Living Trust. It’s a popular choice because it allows individuals to maintain control over their assets during their lifetime while also avoiding probate upon their death.

Let me elaborate further. With a Revocable Living Trust, you, as the grantor, can still access and manage your assets as needed. You have the flexibility to make changes to the trust terms, add or remove beneficiaries, and even dissolve the trust entirely if your circumstances change. Moreover, when you pass away, the assets in the trust are distributed according to your instructions without going through the lengthy and often expensive probate process.

This avoidance of probate offers significant benefits for your loved ones. It means they can receive their inheritance more quickly and with less hassle. Additionally, a Revocable Living Trust provides a level of privacy that a will does not, as its terms are not publicly available through probate court records.

Interviewer:

That sounds like a valuable tool for many people. Are there any common issues or misconceptions you encounter when discussing Revocable Living Trusts with clients?

Steve Bliss:

One misconception I often address is that people think setting up a trust is only for the wealthy. This simply isn’t true. A Revocable Living Trust can be beneficial for individuals and families of all income levels, particularly those who want to ensure their assets are distributed according to their wishes and avoid probate complications.

I remember working with a young couple who had recently purchased their first home. They were understandably concerned about what would happen to their property if something happened to one of them. We discussed the benefits of a Revocable Living Trust, which allowed them to designate beneficiaries for their home and other assets while retaining control during their lifetimes. They were relieved to know they had a plan in place to protect their loved ones.

Interviewer:

That’s a touching story, Steve. Do you have any statistics that might highlight the importance of estate planning?

Steve Bliss:

According to a recent study by Caring.com, approximately 60% of Americans do not have a will or trust in place. This means that a significant portion of the population could leave their loved ones facing unnecessary financial and emotional hardship should something unexpected happen.

Interviewer:

That’s a sobering statistic. What is the best way for our viewers to get started with estate planning?

Steve Bliss:

The first step is to schedule a consultation with an experienced probate attorney. At San Diego Probate Law, we offer free initial consultations where we can discuss your individual needs and goals. We’ll work closely with you to develop a customized estate plan that meets your specific requirements.

“San Diego Probate Law provided clear guidance and support during a difficult time. Their team is knowledgeable and compassionate, making the probate process as smooth as possible.” – Sarah J., San Diego

“Steve Bliss and his team were instrumental in helping me understand my options for estate planning. They took the time to answer all of my questions and ensured that I felt comfortable with every decision.” – John M., La Jolla

Remember, planning for the future is a gift you give to yourself and your loved ones. Don’t wait until it’s too late. Contact San Diego Probate Law today and take control of your legacy.


About Steven F. Bliss Esq. at San Diego Probate Law:

Secure Your Family’s Future with San Diego’s Trusted Trust 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 Law

3914 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: “Do I need a lawyer to create a living trust?” Or any other related questions that you may have about Trusts or my trust law practice.

Important Facts About San Diego Probate Law

 

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 Attorney San Diego
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