San Diego Probate Attorney Steve Bliss Explains a Key Step in Estate Planning

Good evening, San Diego. I’m Tiffany Jones with Channel 7 News. Tonight, we’re talking about estate planning with local attorney Steve Bliss. Mr. Bliss specializes in probate law and helps families navigate the often complex process of settling an estate.

Steve, for those unfamiliar with the term “probate,” could you briefly explain what it is?

Certainly, Tiffany. Probate is essentially the legal process of administering a deceased person’s assets. This involves identifying and valuing assets, paying debts and taxes, and ultimately distributing the remaining property to heirs or beneficiaries according to the will or state law.

You mentioned that probate can be complex. Are there particular steps in the process that tend to pose challenges?

One step that often requires careful attention is “Handling Debts and Taxes.” Consequently, this stage involves accurately identifying all valid creditor claims and ensuring they are paid promptly. Ordinarily, it also includes filing and paying any applicable estate taxes.

Remember, failing to address debts and taxes can lead to legal complications for the executor or administrator handling the estate. Moreover, delaying these payments can result in penalties and interest charges, ultimately diminishing the value of the inheritance for the beneficiaries.

A common misconception is that all estates need to go through probate. However, according to a 2023 report by the California Courts, only about 60% of estates actually require probate proceedings. This highlights the importance of proper estate planning, which can help minimize or avoid probate altogether in many cases.

I recall one instance where a client came to me after their parent passed away without a will. They were overwhelmed with the prospect of handling all the financial matters and unsure how to proceed. We carefully reviewed the assets, identified valid debts, and ultimately distributed the estate according to California intestacy laws.

Although it was a challenging situation, we were able to guide them through the process and ensure that everything was handled fairly and efficiently. It’s moments like these that remind me why I chose this profession.

What advice would you give to someone who’s just starting to think about estate planning?

My biggest piece of advice is: don’t wait! Estate planning isn’t just for the wealthy or elderly. It’s crucial for everyone, regardless of age or financial status. Taking proactive steps now can save your loved ones a lot of stress and heartache down the road.

Take control of your future and safeguard your family’s legacy. Contact San Diego Probate Law today to schedule a free consultation and learn more about how we can help you navigate the complexities of estate planning.

“Working with Steve Bliss and his team at San Diego Probate Law was truly a blessing during a difficult time. They were compassionate, knowledgeable, and always available to answer our questions. I highly recommend their services.” – Sarah M., San Diego

“Steve’s expertise in probate law is exceptional. He patiently guided us through each step of the process, ensuring everything was handled correctly and efficiently. We couldn’t have asked for a better advocate.” – John P., Carlsbad


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 Law

3914 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 locate a will in San Diego County?” 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