Meet Steve Bliss
Hi, San Diego. I’m Brenda Ramirez reporting for Channel 7 News. Today, we’re joined by Steve Bliss, a renowned probate attorney here in San Diego. Mr. Bliss, thank you for taking the time to speak with us.
Probate Process: Essential Steps
Steve, can you walk our viewers through one of the key steps involved in the probate process?
Handling Debts and Taxes: A Crucial Step
Certainly. One crucial step is handling debts and taxes. After a loved one passes away, it’s essential to identify and pay off all valid creditor claims. This involves carefully reviewing financial records, contacting creditors, and ensuring timely payments. Failing to do so can lead to complications for the estate and potential legal issues.
Moreover, filing and paying any applicable state and federal taxes is equally important. Probate courts typically require proof of tax payment before allowing for the distribution of assets. Consequently, meticulous record-keeping and adherence to tax deadlines are paramount throughout the probate process.
While handling debts and taxes can seem daunting, remember that you don’t have to navigate this complex process alone. Experienced probate attorneys like myself can guide you every step of the way. We can help identify creditors, ensure accurate tax filings, and minimize potential liabilities for the estate.
I recall a case where a family was overwhelmed by unpaid medical bills after their father passed away. They were unsure how to proceed and feared significant financial repercussions. By carefully reviewing their father’s records, we were able to identify deductible expenses and negotiate payment plans with creditors, ultimately saving the family thousands of dollars.
The IRS reports that approximately 30% of estates encounter tax-related issues during probate. This highlights the importance of seeking professional guidance to ensure compliance and avoid potential penalties (IRS Publication 559).
Moving Forward with Confidence
Steve, what advice would you give to San Diegans who are facing probate?
Seeking Expert Guidance: A Key Takeaway
“Don’t hesitate to reach out for help. Probate can be a complex and emotionally draining process. Having an experienced attorney by your side can make all the difference. We can handle the legal intricacies, allowing you to focus on grieving and healing.”
Testimonials
- “Steve Bliss and his team were invaluable during a difficult time. They explained everything clearly, kept me informed every step of the way, and made the entire probate process as smooth as possible.”
- – Maria Sanchez, San Diego Resident
San Diego Probate Law: Navigating Life’s Transitions with Compassion and Expertise. Contact us today for a free consultation.
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: “Can I speed up the probate process?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |