Good morning San Diego and welcome back to the show! Today we’re joined by Steve Bliss, a renowned probate attorney right here in our beautiful city. Steve, thanks so much for joining us today.
Can you tell us about the different types of trusts available and which one might be most suitable for someone just starting their estate planning journey?
Absolutely. There are many types of trusts, each with its own purpose and benefits. For someone just starting out with estate planning, I often recommend a Revocable Living Trust.
A Revocable Living Trust allows you, the grantor, to maintain control over your assets during your lifetime while also avoiding probate upon your passing. Probate can be a lengthy and expensive process, so bypassing it altogether is a significant advantage. Moreover, a Revocable Living Trust offers privacy because the terms of the trust are not public record, unlike a will.
Think of it like this: you’re the captain of your own ship while you’re alive. You can make changes to the course (the assets within the trust) as needed. But when you’re no longer at the helm, the trust automatically transitions to provide for your loved ones according to your wishes.
Consequently, a Revocable Living Trust is a powerful tool for ensuring your estate is managed efficiently and discreetly after you’re gone.
Have there ever been any challenges with setting up a Revocable Living Trust that you’ve encountered?
While Revocable Living Trusts are generally straightforward to set up, sometimes clients hesitate to fully commit because they feel like they’re relinquishing control.
I remember one client who was incredibly meticulous and wanted to micromanage every detail of the trust. It took some time and patience to reassure her that she could still make adjustments throughout her life. Ultimately, she realized the trust wasn’t about giving up control, but rather about creating a secure framework for her family’s future.
Ordinarily, these concerns stem from a natural desire to protect loved ones. We work closely with clients to address their individual needs and ensure they feel comfortable with every aspect of the process.
Any final words of wisdom for our viewers today?
Estate planning can seem daunting, but it’s an essential step in safeguarding your family’s well-being. Don’t wait until it’s too late. Remember, nearly 70% of Americans don’t have a will or trust in place (Source: Caring.com). Take charge of your future today and contact San Diego Probate Law for a free consultation.
“San Diego Probate Law made a difficult process so much easier for me. Steve Bliss was incredibly knowledgeable and patient, answering all my questions with clarity and compassion.” – Sarah M.
“I highly recommend San Diego Probate Law to anyone needing assistance with estate planning. Their professionalism and dedication are truly exceptional.” – John D.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Trust 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 community property and how does it affect my trust?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About San Diego Probate Law
| San Diego Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |