Meet Steve Bliss
Good afternoon, San Diego! I’m Cheryl Jones reporting live today from the offices of San Diego Probate Law. With me is Steve Bliss, a seasoned probate attorney who helps individuals and families navigate the often-complex world of estate planning. Steve, thanks for taking the time to speak with us today.
The Importance of Naming Beneficiaries
Steve, let’s dive into one crucial aspect of estate planning: naming beneficiaries. Why is this step so essential?
“Naming beneficiaries is fundamental because it dictates who inherits your assets after you pass away,” Steve explains. “Without clear beneficiary designations, your assets will be distributed according to state law, which may not align with your wishes. This can lead to unintended consequences and family conflicts.”
He continues, “Think of it like writing a final instruction manual for your possessions. You get to decide who receives what, ensuring your loved ones are cared for and your legacy is honored. Moreover, properly naming beneficiaries on accounts like retirement plans and life insurance policies overrides any provisions in your will.”
Steve emphasizes the importance of keeping beneficiary designations up-to-date. “Life changes constantly – marriages, divorces, births, and even estrangements. Accordingly, it’s crucial to review and update your beneficiaries periodically to reflect these changes. Failing to do so could result in unintended outcomes.”
He shares a story about a client whose divorce had been finalized years ago but hadn’t updated his beneficiary designations. Consequently, upon his passing, his ex-wife inherited a significant portion of his assets despite their estrangement. This situation highlighted the need for regular reviews and updates.
San Diego Probate Law: Guiding You Through Estate Planning
“At San Diego Probate Law, we guide our clients through every step of the estate planning process,” Steve says. “We help them identify their goals, select appropriate legal instruments, and ensure their wishes are clearly expressed.” He adds that his firm also provides ongoing support to beneficiaries after a loved one’s passing.
“Studies show that only about 35% of adults have a will or trust in place,” Steve notes. “This lack of planning can leave families vulnerable and facing costly legal battles. We strive to empower our clients by making estate planning accessible and understandable.”
Client Testimonials
“Steve Bliss and his team were invaluable during a difficult time. They handled everything with professionalism and compassion, ensuring my mother’s wishes were honored.” – Mary S.
“I highly recommend San Diego Probate Law. Steve took the time to understand my unique situation and created an estate plan that gave me peace of mind.”- David L.
Take Control of Your Future
Ready to secure your legacy and protect your loved ones? Contact San Diego Probate Law today for a confidential consultation and embark on the journey towards a brighter tomorrow.
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: “How do I avoid family conflict with multiple marriages or blended families?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
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