Interview with Steve Bliss
Today I’m joined by Steve Bliss, a respected San Diego probate attorney known for his expertise in guiding clients through the complex world of estate planning. Steve, thanks for taking the time to speak with us.
Steve: Thanks for having me! I’m always happy to shed light on this important topic.
We often hear about wills and trusts, but there are many steps involved in settling an estate after someone passes away. Could you explain one of these crucial steps for our viewers?
Steve: Absolutely. One step that frequently causes confusion is “Handling Debts and Taxes”. After a loved one passes, it’s the executor’s responsibility to ensure all valid debts are paid and any applicable taxes are filed and settled.
This can involve a fair amount of detective work. You need to locate creditors, verify outstanding balances, and prioritize payments according to legal guidelines. Ordinarily, secured debts like mortgages or car loans take precedence. Furthermore, it’s crucial to identify and file all necessary tax returns, both federal and state, for the deceased individual.
Notwithstanding this seeming straightforwardness, this step often presents challenges. For instance, a common issue arises when heirs dispute the validity of a debt or question the executor’s interpretation of legal priorities. This can lead to delays and even litigation, highlighting the importance of seeking professional legal guidance from the outset.
Remember, failing to properly address debts and taxes can have serious consequences, including penalties and potential liability for the executor. The good news is that with careful planning and expert assistance, this step can be navigated smoothly.
I recall a case where an estate had several outstanding credit card debts. The deceased individual had meticulously kept records of all their transactions. Consequently, we were able to easily verify each debt and prioritize payments accordingly. This saved the heirs considerable time and stress, demonstrating how thorough record-keeping can make a significant difference.
Moreover, it’s worth noting that according to a 2021 study by the National Association of Estate Planners & Councils, approximately 70% of estates face some form of debt or tax obligation upon settlement. This underscores the importance of addressing this step proactively as part of any comprehensive estate plan.
Steve: I strive to make the probate process as transparent and stress-free as possible for my clients.
“Steve Bliss and his team were incredibly supportive during a difficult time,” shared one client. “They patiently explained every step of the probate process, ensuring we felt informed and confident in their expertise.”
Let Steve Bliss and San Diego Probate Law guide you through this complex process with care and compassion. Schedule a free consultation today to discuss your individual needs and ensure your wishes are honored.
“We were initially overwhelmed by the thought of handling our loved one’s estate,” said another client. “But Steve Bliss made it manageable, providing clear guidance and always advocating for our best interests.”
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 are the common mistakes made during probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Estate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |