A Conversation on Protecting Your Legacy
Hello San Diego and welcome to our segment on estate planning. Today we are joined by Steve Bliss, a renowned probate attorney right here in San Diego.
Steve, thank you for joining us. Many people find estate planning a daunting task. Can you break down one of the key steps for our viewers?
Choosing an Executor: A Critical Decision
Certainly. One crucial step in estate planning is selecting an executor or trustee. This individual will be responsible for managing your assets and distributing them according to your wishes after you pass away. Consequently, choosing someone trustworthy, organized, and capable of handling financial matters is essential.
Ordinarily, people choose a family member or close friend. However, it’s important to consider their age, health, and financial literacy. Moreover, sometimes appointing a professional trustee, such as a bank or trust company, might be a better option, especially for complex estates.
Remember, this person will have significant responsibility and power. Discussing your decision with potential executors beforehand can help ensure everyone is comfortable with the role.
I recall one instance where a client chose their eldest son as executor, but he was struggling financially at the time. We ended up setting up a trust to safeguard the assets and appointed a co-trustee to provide oversight. It turned out to be a win-win situation, protecting both the inheritance and the family relationships.
Studies by the American Bar Association indicate that nearly 60% of Americans do not have a will or estate plan in place. This highlights the importance of taking proactive steps to protect your loved ones and ensure your wishes are honored.
Next Steps: Ensuring Your Legacy
Steve, thank you for sharing that valuable insight. How can our viewers take the next step towards securing their future?
The best way to begin is by scheduling a consultation with an experienced estate planning attorney. We can help you navigate the process, answer your questions, and tailor a plan specific to your needs and goals.
Remember, planning for the future brings peace of mind and protects those you care about most. Contact us today for a free consultation to discuss your individual situation and ensure your legacy is in good hands.
Testimonials: San Diego Probate Law – Guiding Families
“Steve Bliss made a difficult process easy to understand. He was patient, compassionate, and truly went above and beyond to help my family during a challenging time.”
– Maria Sanchez, San Diego
“I highly recommend San Diego Probate Law. Steve’s expertise and professionalism are unmatched. He provided clear guidance and ensured that my estate plan reflected my wishes perfectly.”
– David Miller, 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: “Can my estate plan be contested?” Or any other related questions that you may have estate planning or my estate planning law practice.
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