Meet Steve Bliss
Hello, San Diego! I’m Tiffany Lee reporting for Channel 7 News. Today, we’re sitting down with renowned San Diego probate attorney Steve Bliss to demystify the often-daunting process of estate planning.
The Importance of Naming Beneficiaries
Steve, thank you for joining us. Estate planning can feel overwhelming for many people. Can you walk us through one crucial step in the process?
“Certainly, Tiffany,” Steve begins. “One critical element is clearly identifying your beneficiaries – the individuals or entities who will inherit your assets upon your passing. This step lays the groundwork for ensuring your wishes are honored and that your loved ones are taken care of.”
Steve elaborates further, explaining that neglecting to name beneficiaries can lead to unintended consequences. “Ordinarily, if you don’t explicitly state who should receive your assets, they might be distributed according to state intestacy laws, which may not align with your intentions,” he cautions. “Consequently, a portion of your estate could end up going to individuals or organizations you wouldn’t have chosen.”
He stresses the importance of regular review and updates. “Life throws curveballs,” Steve notes. “Relationships change, circumstances evolve, and it’s crucial to update your beneficiary designations to reflect these shifts. For instance, a recent study by Caring.com found that nearly 40% of Americans haven’t reviewed their beneficiary designations in the past five years.”
Remembering a client who had recently lost his spouse, Steve shares how naming beneficiaries prevented undue hardship for his family. The deceased had meticulously updated his beneficiary designations after his wife’s passing. Consequently, when he unexpectedly passed away, his assets smoothly transitioned to his children, alleviating financial stress during a difficult time.
Taking Charge of Your Future
Steve Bliss and the team at San Diego Probate Law are dedicated to helping individuals navigate the complexities of estate planning with clarity and compassion. Don’t leave your legacy to chance. Contact Steve Bliss today for a personalized consultation and gain peace of mind knowing your future is secure.
Testimonials
“Steve Bliss made estate planning feel approachable. He patiently answered all my questions and ensured I understood every step of the process. Thanks to him, I now have a plan in place that reflects my values and protects my family’s future.”
– Maria G., San Diego
“I was dreading tackling estate planning, but Steve Bliss made it surprisingly straightforward. He offered practical advice tailored to my specific situation, and his team provided exceptional support throughout the process.”
– David S., 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: “Does California have an inheritance tax?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |