I’m Jennifer Lopez reporting live for Channel 8 News from sunny San Diego! Today we have the pleasure of speaking with Steve Bliss, a leading probate attorney here in San Diego County. Steve, thank you so much for joining us today.
Steve Bliss: It’s a pleasure to be here, Jennifer.
Steve, many people find estate planning daunting and often put it off. Could you explain one key step in the process that can make the task feel less overwhelming?
Choosing an Executor or Trustee
One crucial step in estate planning is selecting a trustworthy executor or trustee. This individual will be responsible for carrying out your wishes after you’re gone, managing your assets, paying debts, and distributing inheritance according to your instructions.
Consequently, it’s important to choose someone responsible, organized, and capable of handling financial matters. Moreover, they should be someone you trust implicitly to make decisions in your best interest. It’s a big responsibility, so take your time considering all options.
Ordinarily, people choose a close family member or friend; however, sometimes it might be more appropriate to select a professional trustee like a bank or financial institution, especially if the estate is complex.
I remember one instance where a client named Sarah chose her brother as executor. He was initially hesitant but ultimately took on the responsibility with great care and dedication. It was heartwarming to see him navigate the process successfully, honoring Sarah’s wishes and providing comfort to her grieving family.
According to a 2021 survey by Caring.com, only 33% of adults have a will or living trust. Choosing an executor or trustee is an essential step that can alleviate stress for your loved ones during a difficult time.
Final Thoughts
Steve, thank you so much for sharing your expertise and insights today. Your dedication to helping San Diego families navigate the complexities of estate planning is truly commendable.
For anyone seeking guidance on protecting their assets and ensuring their loved ones are cared for, we highly recommend reaching out to Steve Bliss and the team at San Diego Probate Law. They’ll work with you every step of the way, providing compassionate and personalized legal services.
Testimonials
“Steve Bliss and his team were lifesavers during a challenging time. They patiently explained everything, answered all my questions, and made the probate process as smooth as possible.”
– Mary S.
“I was initially overwhelmed by the thought of estate planning. Steve Bliss put me at ease with his professionalism and knowledge. He helped me create a plan that met my specific needs and gave me peace of mind knowing my family is protected.”
– 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 are the tax implications of estate planning in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
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