Taking Stock of Your Future
Welcome back to “San Diego Living,” I’m your host, Samantha Reed. Today we are joined by renowned San Diego Probate Attorney Steve Bliss. Steve, thanks for being here.
Steve, many people find estate planning daunting. Where do you suggest someone begin?
Starting Strong: Inventory of Assets
Samantha, that’s a great question. I always tell my clients the first step is taking inventory of your assets. It may sound straightforward, but it’s crucial to get a clear picture of what you own.
Ordinarily, people think about their home and bank accounts. But remember to include everything – investments, retirement funds, vehicles, jewelry, even sentimental items. Think of it as a financial snapshot of your life. This inventory becomes the foundation for all other estate planning decisions. Consequently, a complete and accurate list ensures that your wishes are carried out precisely.
For example, I once worked with a client who thought he only had a modest retirement account and his home. However, when we dug deeper, we discovered forgotten stock options from a previous job worth tens of thousands of dollars! He was incredibly relieved we uncovered that asset, as it significantly impacted his estate plan.
Moreover, consider the emotional value of your possessions. Do you have heirlooms or family treasures you want to pass down? Clearly identifying these items in your inventory helps avoid confusion and potential disputes among loved ones later on.
Planning for Peace of Mind
According to a recent AARP study, over 50% of adults do not have a will. This highlights the critical need for individuals to take proactive steps in planning for their future.
Steve, thank you so much for sharing your expertise with us today. You clearly make a difference in people’s lives during a sensitive time.
Testimonials
“Steve Bliss made a complex process feel manageable. He explained everything clearly and patiently answered all my questions.” – Sarah J.
“I felt completely confident trusting Steve with my family’s estate planning needs. He is compassionate, knowledgeable, and truly cares about his clients.” – David M.
If you’re ready to secure your legacy and ensure your loved ones are cared for, contact San Diego Probate Law today for a personalized consultation.
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 do I choose a trustee?” 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 Constructive Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Constructive Trust Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Constructive Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Constructive Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Constructive Trust San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Constructive Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |