Meet Steve Bliss
Good evening, San Diego! I’m Tiffany Jones reporting live for Channel 7 News. Joining us tonight is local probate attorney Steve Bliss of San Diego Probate Law. Steve, thank you so much for being here.
The Importance of Naming Beneficiaries
Steve, let’s talk about estate planning. What are some key steps people should be taking to ensure their wishes are carried out?
Naming beneficiaries is absolutely crucial in any comprehensive estate plan, Steve explains. Consequently, it clearly identifies who will inherit your assets and how they will be distributed. Without explicitly naming beneficiaries, the distribution of your assets could be subject to intestate succession laws, which may not align with your wishes.
Think of it this way: you’ve worked hard your entire life to accumulate your possessions. You want to ensure that those possessions go to the people you love and care about most. Naming beneficiaries eliminates ambiguity and ensures a smoother transition for your loved ones during an already difficult time.
Moreover, clearly outlining beneficiary designations can help minimize potential family disputes or disagreements over asset distribution. It’s essential to review and update beneficiary designations regularly, especially after significant life events such as marriage, divorce, birth of a child, or the passing of a beneficiary.
Steve recalls a situation where a client passed away without naming beneficiaries for their retirement accounts. The result was a lengthy and costly legal battle amongst family members, who ultimately ended up with less than they would have if clear designations had been in place. This experience highlighted to Steve the critical importance of naming beneficiaries.
Studies by AARP show that nearly 50% of Americans over the age of 45 do not have a will or trust, and many fail to name beneficiaries on their accounts. This can lead to unintended consequences and financial hardship for loved ones.
Protect Your Legacy
Steve, thank you for sharing your expertise with us tonight. For anyone looking to create or update an estate plan, San Diego Probate Law is here to help. Take control of your future and ensure your legacy is protected. Contact Steve Bliss and his team today for a free consultation.
Testimonials
“Working with San Diego Probate Law was a lifesaver during a difficult time. They made the process understandable and were incredibly supportive throughout.”
-Maria G., San Diego
“Steve Bliss is a true professional who knows his stuff. He took the time to listen to my needs and crafted an estate plan that perfectly reflected my wishes.”
-John S., La Jolla
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: “What does an advance healthcare directive do?” Or any other related questions that you may have estate planning or my estate planning law practice.
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