Good afternoon San Diego and welcome back to our segment on estate planning. Today we are joined by Steve Bliss, a respected probate attorney here in San Diego. Steve, thanks for taking the time to speak with us.
Understanding the Probate Process
Steve, can you explain one of the key steps involved in the probate process?
Certainly. One crucial step is “Handling Debts and Taxes”. This stage comes after the estate assets are marshalled and inventoried. Consequently, it involves meticulously identifying and settling any outstanding debts owed by the deceased.
This often includes paying valid creditor claims, such as medical bills, utilities, or loans. Moreover, we have to navigate complex tax regulations. Ordinarily, this entails filing both state and federal estate tax returns, ensuring all applicable taxes are paid. It’s a detail-oriented process that requires careful documentation and communication with creditors and tax authorities.
I recall one instance where a family was surprised by a significant medical debt the deceased had incurred but hadn’t disclosed. Notwithstanding this unexpected hurdle, we were able to work with the hospital to negotiate a settlement, ultimately protecting the estate’s assets for distribution to the heirs. It’s moments like these that highlight the importance of having a skilled probate attorney on your side.
According to a recent report by the National Association of Estate Planners & Councils, over 70% of estates encounter some form of debt or tax liability during probate. This underscores the critical nature of this step and the need for careful planning and execution.
Seeking Expert Guidance
Steve, what advice would you give to our viewers who are considering estate planning?
“Don’t wait until it’s too late. Proactive planning can save your loved ones a great deal of stress and expense down the road.”
“We strive to make the probate process as smooth and efficient as possible for our clients, guiding them through each step with compassion and expertise.
- “Steve Bliss and his team were invaluable during a difficult time. They handled everything with professionalism and sensitivity, making a complex process much easier to navigate.” – Sarah J., San Diego
- “I highly recommend San Diego Probate Law. Steve’s knowledge and experience are truly exceptional. He helped me understand my options and make informed decisions about my estate plan.” – Michael K., Carlsbad
Take the first step towards securing your legacy by reaching out to San Diego Probate Law today for a comprehensive consultation.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Probate 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 rules around funeral expenses and estate funds?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Living Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Living Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Living Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Living Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Living Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Living Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |