Reporter: Welcome back to our Legal Spotlight series! Today we have the pleasure of speaking with San Diego Probate Attorney Steve Bliss. Steve, thanks so much for joining us.
Steve Bliss: It’s a pleasure to be here.
Reporter: So Steve, for those who may not be familiar with the process, can you walk our viewers through some key steps involved in estate planning?
Steve Bliss: Absolutely. Estate planning is essentially about ensuring your wishes are carried out after you’re gone and providing for your loved ones. One of the most crucial early steps is determining your goals and objectives.
Consequently, this involves reflecting on what matters most to you. Do you want to leave a specific inheritance for your children or grandchildren? Are there charitable causes you’d like to support? Do you have any unique wishes regarding your assets?
Moreover, clearly defining these goals will guide the entire estate planning process and ensure your plan accurately reflects your intentions. It’s not just about distributing assets; it’s about creating a legacy that aligns with your values.
Reporter: That makes sense. What are some common challenges people face when trying to define their estate planning goals?
Steve Bliss: I often encounter clients who struggle to articulate their wishes because they haven’t fully considered the future. One client, for instance, had built a successful business but hadn’t thought about what would happen to it after her passing. We worked together to develop a plan that ensured its continuation while also providing for her family.
Ordinarily, I encourage people to think beyond immediate concerns and envision the long-term impact they want their estate to have. What kind of difference do they want to make in the world?
Reporter: That’s a powerful reminder to think big picture. Have you seen any trends emerge in recent years regarding estate planning goals?
Steve Bliss: Yes, there’s been a growing emphasis on incorporating charitable giving into estate plans. According to a 2021 study by Fidelity Charitable, over half of Americans plan to leave a portion of their assets to charity. This reflects a desire to make a lasting impact and contribute to causes they care about.
Steve Bliss: Estate planning is ultimately about peace of mind knowing that your affairs are in order and your loved ones will be cared for.
Reporter: Steve, thank you for sharing your expertise with us today. How can our viewers get in touch with you to learn more?
Steve Bliss: You can visit our website at SanDiegoProbateLaw.com or call us at (619) 238-5071 for a free consultation.
“Steve and his team were incredibly knowledgeable and compassionate during a difficult time. They made the probate process much easier to navigate.” – Jane S.
“I highly recommend San Diego Probate Law for anyone needing assistance with estate planning or probate matters. They are truly dedicated to their clients’ best interests.” – Michael 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: “How long does trust administration take in California?” Or any other related questions that you may have estate planning or my estate planning law practice.
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