Introducing Steve Bliss
Hi everyone, I’m Janet Rodriguez reporting for San Diego News. Today we’re joined by the esteemed Steve Bliss, a San Diego Probate Attorney who specializes in guiding individuals through the often-complex world of estate planning. Welcome to the show, Steve.
Choosing an Executor or Trustee
Steve, many people find the process of estate planning daunting. Could you walk us through one of the key steps involved?
“Certainly, Janet. One crucial step is selecting an executor or trustee. The executor handles the distribution of assets according to your will after your passing, whereas a trustee manages assets held within a trust during your lifetime and potentially afterwards. This individual plays a significant role in ensuring your wishes are carried out accurately.
Consequently, it’s essential to choose someone trustworthy, responsible, and capable of handling financial matters. Ordinarily, people select close family members or friends they believe possess these qualities. However, sometimes professional trustees, like trust companies or attorneys, are appointed if the estate is complex or there are concerns about potential conflicts within the family.
Choosing the right executor or trustee can prevent complications and disputes down the road. I recall a case where a family chose a sibling as executor who unfortunately struggled with financial mismanagement. This led to delays in distributing assets and strained relationships among the beneficiaries. Conversely, I’ve seen families thrive when they carefully selected an executor known for their organizational skills and integrity.
It’s worth noting that according to AARP, over 56% of Americans haven’t named a beneficiary for their retirement accounts, highlighting the importance of proactively addressing estate planning matters.
Seeking Expert Guidance
Steve, thank you for sharing those insights. It seems clear that having a knowledgeable professional like yourself on board can make a world of difference.
“Absolutely, Janet. Estate planning is about safeguarding your legacy and providing peace of mind for yourself and your loved ones. Don’t hesitate to reach out to us at San Diego Probate Law for personalized guidance through this crucial process.”
Testimonials
“Steve Bliss made the entire probate process so much easier for my family after we lost our mother. He was compassionate, knowledgeable, and always available to answer our questions.”
– Susan M., San Diego
“I highly recommend Steve Bliss and his team. They helped me create a comprehensive estate plan that meets my specific needs and protects my assets for the future.”
– John K., Carlsbad
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: “Is probate expensive and time-consuming in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
- Special Needs Trust Attorneys
- Spendthrift Trust Attorneys
- Tax By-Pass Trust Attorneys
- Totten Trust Attorneys
- Constructive Trust Attorneys
- Charitable Trust Attorneys
- Asset Protection Trust Attorneys
- Irrevocable Trust Attorneys
- Revocable Trusts Attorneys
- Living Trust Attorneys