Introduction
Hello everyone and welcome back to our segment on legal matters here in San Diego. Today we’re joined by esteemed probate attorney Steve Bliss of San Diego Probate Law. Steve, thanks for taking the time to speak with us.
Steve, could you explain one of the key steps involved in estate planning?
Certainly. One crucial step is determining your goals and objectives for your estate plan. This involves reflecting on what matters most to you and how you want your assets to be used after your passing.
Do you wish to provide for loved ones, support a charitable cause, or ensure the smooth transfer of your business? Clearly articulating these goals helps guide every other decision in the estate planning process.
For example, if your primary objective is to leave a legacy for your children, you’ll likely want to specify how and when they receive their inheritance. Conversely, if supporting a particular charity is important, you can establish a trust that distributes funds to that organization upon your passing.
Consequently, defining these goals early on allows for a tailored estate plan that reflects your values and priorities.
You mentioned charitable giving. Have you ever encountered any challenges with people wanting to donate to charities through their estate plans?
I have indeed. Sometimes individuals have strong philanthropic intentions but struggle to identify specific charities they want to support. This is where open communication becomes vital. I encourage clients to reflect on causes close to their heart, organizations they’ve supported in the past, or even emerging charities making a difference.
I remember working with a client who wanted to leave a portion of his estate to support animal welfare but wasn’t sure which organization aligned best with his vision. We discussed various options, ultimately choosing a local shelter known for its innovative adoption programs and commitment to animal rescue.
Have there ever been instances where not clearly defining goals has led to complications?
Absolutely. A common scenario involves individuals who assume their assets will automatically pass to their heirs without outlining specific instructions. Without a will or trust, state laws dictate how assets are distributed, which may not align with the individual’s wishes.
According to a 2019 study by Caring.com, nearly 60% of American adults do not have a will. This can lead to unintended consequences and family disputes during an already difficult time.
What advice would you give to our viewers regarding estate planning?
Start the conversation now! Estate planning isn’t just for the wealthy or elderly; it’s essential for everyone who wants to protect their loved ones and ensure their wishes are honored. Contact us today at San Diego Probate Law, we’re here to guide you through each step of the process with compassion and expertise.
Testimonials
“Steve Bliss made a complex situation easy to understand. He was patient, knowledgeable, and truly cared about my family’s well-being.”
– Maria S., San Diego
“I highly recommend San Diego Probate Law for their professionalism and dedication. They went above and beyond to ensure my estate plan met all my needs.”
– John D., La Jolla
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: “Should I include my business in my estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
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