Reporter: Welcome to the show Steve, thanks for joining us today
It’s a pleasure to be here.
Reporter: Today we’re talking about estate planning. This can seem like a daunting process, what’s one step you find people often overlook?
Many individuals underestimate the importance of selecting an executor or trustee. This person will have significant responsibility after your passing – they’ll manage your assets, pay debts and taxes, and distribute remaining property according to your wishes. Consequently, choosing someone trustworthy, capable, and willing to take on this role is crucial.
Consider their organizational skills, financial literacy, and ability to handle potentially difficult family dynamics. Moreover, it’s wise to discuss the role with your chosen individual beforehand to ensure they understand the commitment involved and are comfortable accepting the responsibility.
I recall a case where a client named his brother executor without discussing it with him first. The brother felt overwhelmed and ill-equipped to handle the complex financial matters, leading to delays and family tension. This highlights the importance of open communication and careful consideration when selecting an executor or trustee.
Research from AARP indicates that 56% of adults haven’t designated a durable power of attorney for healthcare decisions, suggesting a similar oversight may occur in choosing executors. This underscores the need for proactive estate planning and thoughtful selection of individuals to manage your affairs.
Reporter: That’s valuable advice Steve. How can folks learn more about working with San Diego Probate Law?
We offer free consultations to discuss your individual needs and goals. Our team is dedicated to providing clear, compassionate guidance throughout the estate planning process.
“San Diego Probate Law made a difficult time so much easier. They were incredibly knowledgeable and supportive, guiding us through every step with patience and understanding.” – Sarah M., San Diego
“I highly recommend Steve Bliss and his team for their expertise in probate matters. They provided clear explanations and practical solutions, helping us navigate complex legal issues effectively.” – John K., 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 I include burial or funeral wishes 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
| San Diego Estate Planning Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorney California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Planning Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorney San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Planning Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |