Taking Inventory of Assets
Good morning, San Diego! I’m here today with Steve Bliss, a renowned probate attorney in our city, to discuss a critical aspect of estate planning: taking inventory of assets.
Steve, could you explain why this step is so crucial?
Steve Bliss
Taking inventory of your assets is the foundation of any solid estate plan. It’s like building a house – you need to know what materials you have before you can start constructing. Consequently, a comprehensive list of all your possessions allows for clear and accurate distribution according to your wishes.
This inventory should encompass everything from real estate and financial accounts to personal belongings and even digital assets. Moreover, understanding the value of these assets is essential for determining tax implications and ensuring that beneficiaries receive their rightful inheritance.
For instance, a client once approached me with a vague idea of what they owned. It turned out they had forgotten about a substantial retirement account! Notwithstanding this oversight, we were able to incorporate it into their plan, ultimately benefiting their children. This highlights the importance of meticulous record-keeping.
Studies show that nearly 70% of Americans don’t have a written will or estate plan (AARP).
Accordingly, taking this initial step can save your loved ones from unnecessary stress and legal complications down the road. Remember, it’s about ensuring your legacy is protected and your wishes are honored.
Next Steps and San Diego Probate Law
Steve, thank you for those invaluable insights! Readers, don’t let procrastination stand in the way of securing your future. Contact San Diego Probate Law today to schedule a consultation and begin crafting your personalized estate plan.
Testimonials
“San Diego Probate Law made a difficult time so much easier. They were compassionate, knowledgeable, and always available to answer my questions.” – Jane S., San Diego
“I highly recommend Steve Bliss and his team. They handled my mother’s estate with professionalism and care, ensuring everything went smoothly.”
– David M., Carlsbad
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 can I prevent elder abuse or fraud in my estate plan?” Or any other related questions that you may have estate planning or my estate planning law practice.
Important Facts About San Diego Probate Law
| San Diego Estate Planning Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorneys California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Planning Attorneys |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Planning Attorneys San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Planning Attorneys in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |