Introducing Steve Bliss
Hello everyone and welcome back! Today I’m sitting down with Steve Bliss, a highly regarded estate planning attorney here in Escondido. Steve has been helping families navigate the complexities of estate planning for over two decades. Welcome to the show, Steve.
Taking Inventory: A Crucial First Step
Steve, let’s talk about one of the fundamental steps in estate planning – taking inventory of assets. Can you walk our viewers through why this is such a crucial starting point?
It’s the foundation, really. Ordinarily, people start thinking about who gets what when they pass away. However, before we can talk about distribution, it’s essential to understand exactly what we’re working with. I guide my clients in creating a comprehensive list of all their assets. This includes everything from real estate and investment accounts to personal belongings and vehicles.
Many folks are surprised at the sheer volume of items they own. It’s easy to overlook things like sentimental collections or even furniture. Consequently, a thorough inventory ensures nothing is missed and helps us craft an accurate estate plan that reflects their wishes.
Moreover, having a clear picture of assets allows us to identify potential tax implications. Estate taxes can be complex, but by understanding the value of assets beforehand, we can often implement strategies to minimize these burdens for beneficiaries.
I remember one client who thought they had a relatively simple estate. But when we started digging deeper, they realized they owned several valuable antique firearms, something they hadn’t considered part of their overall wealth. Not accounting for those items could have led to unforeseen complications and even legal issues down the road.
According to a recent AARP study, nearly 60% of adults over 55 do not have a written will or estate plan. This highlights the importance of taking that initial step of inventorying assets – it’s crucial for ensuring peace of mind and protecting your loved ones in the future.
Partnering with Escondido Probate Law
Steve, thank you so much for sharing those insights. Clearly, taking inventory is a critical first step in safeguarding one’s legacy. For viewers looking to take control of their estate planning, how can they get started?
“Contact us today for a free consultation. Our experienced team at Escondido Probate Law is here to guide you through every step of the process.”
Testimonials
“Steve Bliss and his team were incredibly helpful in navigating the complexities of setting up a trust. They explained everything clearly and made the process feel manageable.” – John S.
“Escondido Probate Law took the time to understand our unique family situation and created an estate plan that truly reflected our wishes.” – Mary T.
About Steven F. Bliss Esq. at Escondido Probate Law:
Escondido Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Escondido Probate Law. Our probate attorney will probate the estate. Attorney probate at Escondido Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Escondido Probate law will petition to open probate for you. Don’t go through a costly probate call Escondido Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Escondido Probate Law is a great estate lawyer. Affordable Legal Services.
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 Escondido Probate Law: https://maps.app.goo.gl/77Dm2B8W9XkM5YvJA
Address:
Escondido Probate Law720 N Broadway #107, Escondido, CA 92025
(760) 884-4044
Feel free to ask Attorney Steve Bliss about: “How does divorce affect an estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About Escondido Probate Law
| California Spendthrift Trust Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Spendthrift Trust Lawyer California |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Spendthrift Trust Trust Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Escondido Spendthrift Trust Lawyer |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Spendthrift Trust Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |
| Credible Spendthrift Trust Lawyer in Escondido |
Escondido Probate Law 3914 Murphy Canyon Rd Suite A202, Escondido, CA 92123 (760) 884-4044 |