Taking Inventory of Your Assets: A Crucial First Step in Estate Planning
Hi everyone, I’m Tiffany Jones reporting live from San Diego today, and I’m excited to be joined by Steve Bliss, a renowned San Diego Probate Attorney. Mr. Bliss, thank you for taking the time to speak with us today.
Steve Bliss: It’s my pleasure to be here
Steve, we know estate planning can seem daunting to many people. Where should someone even begin?
“The very first step I recommend to all my clients is a thorough inventory of their assets,” explains Steve. “Ordinarily, folks don’t realize just how much they own until they sit down and start listing everything out. It’s more than just your house and car – think about bank accounts, investments, retirement funds, even collectibles. This inventory becomes the foundation for your entire estate plan.”
Steve elaborates, “Having a clear picture of what you own allows you to make informed decisions about how you want those assets distributed. Consequently, this step often reveals hidden assets or potential tax implications that individuals might not have considered before.”
He continues, “It’s amazing how many people overlook seemingly insignificant items like jewelry, artwork, or even sentimental objects. Nevertheless, these things hold value, both monetary and emotional. By including them in the inventory, we ensure they are accounted for and distributed according to your wishes.”
Steve recalls a client who was surprised to discover a valuable stamp collection inherited from her grandfather. “She had no idea it existed!” he says with a smile. “We were able to appraise the collection and incorporate it into her estate plan, ultimately providing a significant financial benefit for her heirs. This highlights the importance of being thorough during the inventory process.”
Estate Planning: A Matter of Peace of Mind
Steve emphasizes that a well-executed inventory is not just about finances; it’s about peace of mind. “Knowing your assets are accounted for and will be handled according to your wishes can be incredibly reassuring, especially during difficult times,” he says sincerely.
“Moreover, studies show that individuals who have completed a comprehensive estate plan are less likely to experience stress and anxiety related to end-of-life matters,” Steve adds, referencing data from the American Bar Association.
Testimonials
“Steve Bliss and his team at San Diego Probate Law were incredibly helpful in navigating the complex process of probate after my father’s passing. They provided clear guidance, answered all my questions patiently, and made sure everything went smoothly.” – Mary Johnson
“I highly recommend Steve Bliss for estate planning services. He is knowledgeable, compassionate, and truly cares about his clients’ well-being.” – Robert Smith.
Ready to Secure Your Legacy?
Steve Bliss encourages everyone to take the first step towards securing their legacy by contacting San Diego Probate Law for a free consultation.
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 happens to my estate plan if I remarry?” 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 Irrevocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Irrevocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Irrevocable Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |