Taking Stock of Your Future
Good evening, San Diego! I’m Tiffany Davis reporting for KUSI News. Tonight we’re sitting down with local probate attorney Steve Bliss to discuss the often-overlooked topic of estate planning. Steve, thanks so much for joining us.
The Importance of Asset Inventory
Tiffany: Let’s start with the basics. For someone who may be unfamiliar with the process, what are some key steps involved in creating an effective estate plan?
Steve: Well Tiffany, it all starts with a clear understanding of your assets. This means taking inventory of everything you own – real estate, investments, bank accounts, vehicles, even sentimental items. It might seem tedious, but trust me, it’s essential.
Creating this detailed list helps you visualize the full scope of what you have to distribute and allows for more informed decision-making when it comes to beneficiaries and asset allocation. Consequently, an accurate inventory sets the foundation for a well-structured estate plan.
Moreover, having a comprehensive list readily available can be incredibly helpful for your loved ones in the unfortunate event of your passing. It streamlines the probate process and minimizes potential conflicts or confusion regarding your wishes.
- Real Estate
- Investments (Stocks, Bonds)
- Bank Accounts & Retirement Funds
- Vehicles
- Personal Property (Jewelry, Artwork, etc.)
In my experience, I’ve seen countless families struggle with this step after a loved one has passed. It can lead to unnecessary stress and delays during an already difficult time.
For instance, there was a case where a family couldn’t locate the deed to their deceased father’s home, leading to months of legal wrangling and added expense. A simple, organized inventory would have prevented that headache entirely.
According to a recent survey by Caring.com, over 60% of Americans don’t have a will or estate plan in place. (Caring.com Survey on Estate Planning)
Taking Action Now
Steve: Remember, estate planning isn’t just for the wealthy. It’s about ensuring your wishes are respected and your loved ones are protected.
Testimonials for San Diego Probate Law
“Steve Bliss made a difficult process incredibly smooth and reassuring. He explained everything clearly and patiently answered all my questions. I highly recommend San Diego Probate Law.”
-Maria Sanchez, Client
“After losing my husband, I was overwhelmed with grief and uncertainty about the future. Steve Bliss guided me through every step of probate with compassion and expertise. He truly made a difference during a challenging time.”
-Linda Thompson, Client
Let San Diego Probate Law guide you towards peace of mind – contact us today for a free consultation to discuss your unique estate planning needs.
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: “Can I name a professional fiduciary in my plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| San Diego Estate Planning Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Planning Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorney San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Planning Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |