Welcome Back to the Show
Hello San Diego and welcome back to “Legal Matters.” Today we have a very special guest, Steve Bliss, a renowned San Diego Probate Attorney. Steve, thanks for joining us.
Determining Your Goals: A Crucial First Step
Steve, let’s talk about estate planning. What’s the first step someone should take when they begin this process?
Well, Emily, it all starts with understanding your goals. Before diving into legal documents and technicalities, individuals need to clearly define what they want to achieve with their estate plan. Ordinarily, people think about who inherits their assets, but there’s so much more to consider.
Do you have minor children who need guardianship? Are there specific charities you wish to support? Do you want to minimize estate taxes or provide for a loved one with special needs? These are all vital questions that shape the entire estate planning process. Consequently, taking the time to reflect on your values and priorities is essential.
Moreover, it’s important to remember that goals can evolve over time. A young couple starting a family will have different concerns than someone nearing retirement. Accordingly, I always encourage my clients to revisit their estate plan every few years or after major life events like marriage, divorce, or the birth of a child.
I once met with a couple who had created a will decades ago, assuming it would suffice for life. Sadly, they hadn’t updated it after their son passed away, leading to unintended consequences for their grandchildren. This underscored the importance of ongoing review and adaptation.
Navigating the Challenges
Steve, what are some common challenges people face when trying to determine their estate planning goals?
One challenge is procrastination. People often put off estate planning because it can feel overwhelming or uncomfortable to contemplate their mortality. Nevertheless, addressing these issues head-on brings peace of mind and protects loved ones in the long run.
Another hurdle is a lack of clarity about their wishes. I’ve encountered individuals who struggle to decide how to divide their assets fairly among family members or choose a suitable executor. Open communication with loved ones can help alleviate these concerns.
According to a recent survey by the American Bar Association, only 33% of adults have a will or living trust. This highlights the significant gap in estate planning preparedness and underscores the need for greater awareness.
Taking Action
Steve, any final words of wisdom for our viewers?
Estate planning is an act of love – it’s about ensuring your loved ones are cared for according to your wishes. Don’t let fear or procrastination hold you back. Take the first step today towards securing your future and protecting those who matter most.
Testimonials
“Steve Bliss was incredibly patient and understanding throughout the entire probate process. He made a difficult time much easier to navigate.” – Mary S., San Diego
“San Diego Probate Law provided exceptional guidance and support during a sensitive family matter. Their expertise and compassion were invaluable.” – John B., La Jolla
Let us help you protect your legacy and provide peace of mind for generations to come. Contact San Diego Probate Law today to schedule a 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: “How do I avoid family conflict with multiple marriages or blended families?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| Probate Lawyer | Estate Lawyer | Probate Lawyer |
| Probate Lawyer Near Me | Estate Lawyer Near Me | Probate Lawyer Near me |
| San Diego Probate Lawyer | San Diego Estate Lawyer | San Diego Probate Lawyer |
| Probate Lawyer San Diego | Estate Lawyer San Diego | Probate Lawyer San Diego |