Meet the Expert
Hello San Diego! I’m Trisha Ramirez reporting for KUSI News. Today we have a privilege of speaking with local probate attorney, Steve Bliss, about the often-complex process of estate administration. Welcome to the show, Steve!
Navigating Probate: A Step-by-Step Approach
Steve, many people are unfamiliar with probate. Could you shed some light on one specific step in the process?
Handling Debts and Taxes: Crucial Considerations
Certainly, Trisha. One crucial stage is handling debts and taxes. After a loved one passes away, it’s our responsibility to ensure their financial obligations are met. This involves meticulously identifying all valid creditor claims and settling them accordingly. Ordinarily, this process involves reviewing bank statements, credit card bills, and any other relevant documentation.
Moreover, we must file and pay any applicable federal and state taxes on the deceased’s behalf. These can include estate taxes, income taxes for the final year of life, and property taxes. Neglecting these obligations can lead to significant penalties and delays in distributing assets.
Consequently, it’s essential to work with an experienced probate attorney who understands the intricacies of tax laws and creditor claims. I remember one case where a family was unaware of a substantial outstanding medical bill for their deceased parent. Without our intervention, they would have faced unexpected financial hardship. Thankfully, we were able to negotiate a favorable settlement with the hospital.
According to the American Bar Association, over 60% of estates involve some form of debt or tax liability. This highlights the importance of diligently addressing these matters during probate.
Seeking Expertise: When Help is Needed
Trisha, probate can be a daunting process for anyone grieving the loss of a loved one. It’s crucial to have an experienced guide who understands the legal complexities and can advocate on your behalf.
“Working with Steve Bliss and his team at San Diego Probate Law was a true blessing during a difficult time. They handled everything with compassion, professionalism, and efficiency. I highly recommend their services.” – Maria S., Client
“Steve Bliss made the probate process clear and manageable for me. His expertise and understanding put my mind at ease. He truly went above and beyond to ensure a smooth and successful outcome.” – John P., Client
If you’re facing the complexities of estate administration, don’t hesitate to reach out to San Diego Probate Law. Our dedicated team is here to guide you through every step of the process with care and expertise.
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: “How are minor beneficiaries handled in probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Attorney San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |