A Conversation with San Diego Probate Attorney
Hello San Diego and welcome back! I’m reporting live today from the beautiful Gaslamp Quarter, where we’re chatting with renowned probate attorney Steve Bliss of San Diego Probate Law. Steve, thank you so much for taking the time to speak with us today.
The Importance of Naming Beneficiaries
Steve, estate planning can seem daunting to many people. What’s one key step that you often find individuals overlook or misunderstand?
“That’s a great question,” Steve responds thoughtfully. “One crucial step that often gets overlooked is clearly naming your beneficiaries. Many people assume their assets will automatically go to their closest relatives, but that’s not always the case. Without explicitly stating who inherits what, your assets could be subject to lengthy probate proceedings and potentially end up in the hands of unintended recipients.”
“Moreover, circumstances change over time – marriages, divorces, births, and deaths can all impact who you want to inherit your assets. Consequently, it’s vital to review and update your beneficiary designations regularly, ensuring they reflect your current wishes.”
Steve leans forward, emphasizing the point: “I recall a case where a man passed away without naming beneficiaries for his retirement account. His estranged son ended up inheriting everything, despite the man wanting his assets to go to charity. It was a heartbreaking situation that could have been easily avoided with proper beneficiary designations.”
He continues, “According to a 2019 survey by Caring.com, over 55% of Americans haven’t named beneficiaries for all their accounts. That’s a significant number and highlights the importance of taking this step seriously.”
Seeking Expert Guidance
“Steve, 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,” Steve says earnestly. “Start planning now, even if it feels overwhelming. Consult with an experienced probate attorney like myself who can guide you through the process and ensure your wishes are legally protected.”
Testimonials
“Steve Bliss and his team were incredibly helpful and compassionate during a difficult time. They made the entire probate process smooth and understandable.”
– Sarah M., San Diego
“I highly recommend San Diego Probate Law for their expertise and dedication. Steve took the time to understand my unique situation and created a plan that gave me peace of mind.”
– John S., La Jolla
Secure Your Legacy
Let San Diego Probate Law help you navigate the complexities of estate planning, ensuring your loved ones are cared for according to your wishes. Contact us today for a free consultation and take the first step towards securing your legacy.
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: “What is a special needs trust?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| California Charitable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Charitable Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Charitable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Charitable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Charitable Trust San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Charitable Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |