Reporter:
Good evening San Diego and welcome back! Tonight we’re talking about a topic that many of us don’t like to think about, but is crucial for ensuring our loved ones are taken care of after we’re gone: estate planning. Joining me tonight is Steve Bliss, a renowned probate attorney here in San Diego. Steve, thanks so much for being with us.
Steve Bliss:
It’s my pleasure to be here. Helping people navigate the complexities of probate and estate planning is something I’m truly passionate about.
Reporter:
So, Steve, for our viewers who might not be familiar with the probate process, can you walk us through one of the key steps involved?
Steve Bliss:
Certainly. One crucial step is handling debts and taxes. Ordinarily, this occurs after the estate assets have been marshaled and inventoried. This involves carefully reviewing all outstanding debts and liabilities, from credit card bills to mortgages. Then, we prioritize paying valid creditor claims according to California law.
Moreover, it’s essential to file and pay any applicable state and federal taxes on the deceased’s behalf. This can include income taxes, estate taxes, or inheritance taxes depending on the size and complexity of the estate. Consequently, meticulous record-keeping and attention to detail are paramount during this stage.
I remember one case where a family was overwhelmed with unexpected medical bills incurred before their loved one passed away. The stress they were under was palpable. By diligently working with creditors and negotiating payment plans, we were able to alleviate some of their burden and ensure the estate’s assets were distributed fairly.
According to a study by the AARP, approximately 60% of Americans don’t have a will or any formal estate plan in place. This underscores the importance of seeking legal guidance to navigate complex financial matters during probate.
Reporter:
That’s incredibly valuable advice, Steve. Thank you for sharing your expertise.
Testimonial 1:
“I was lost after my mother passed away. Steve Bliss and his team at San Diego Probate Law were a lifeline. They guided me through every step of the probate process with compassion and professionalism.” – Maria S.
Testimonial 2:
“Steve’s knowledge of probate law is extensive, and he always explains things in a clear and concise way. He truly cares about his clients and goes above and beyond to ensure their needs are met.” – David L.
Ready to secure your legacy and protect your loved ones? Contact San Diego Probate Law for a free consultation. We’re here to guide you every step of the way.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Probate 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: “What is ancillary probate and when is it necessary?” Or any other related questions that you may have about Probate or my probate law practice.
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