Hi everyone, I’m Tiffany Jones reporting for KUSI News. Today we are talking about probate with San Diego Probate Attorney Steve Bliss. Steve, thanks for being here.
Understanding the Probate Process
Steve, can you break down a step in the probate process for our viewers who may not be familiar with it?
“Certainly Tiffany. One crucial step is handling debts and taxes. After a loved one passes, their estate is responsible for settling any outstanding debts and fulfilling tax obligations.”
“Ordinarily this involves identifying all creditors and verifying the legitimacy of their claims. We then prioritize paying valid debts according to legal precedence. It’s important to remember that failing to address these financial matters can lead to complications and potential liabilities for the estate executor or administrator.
“Furthermore, estate taxes are another aspect we handle diligently. Depending on the size of the estate, federal and state tax returns may need to be filed. We work closely with accountants and tax professionals to ensure all filings are accurate and timely.”
A recent study by the National Academy of Elder Law Attorneys found that over 70% of estates involve some form of debt or tax obligation. Consequently, this step is crucial for protecting the estate’s assets and ensuring a smooth distribution process.
“Conversely, I’ve encountered situations where heirs were unaware of significant debts, leading to delays and unexpected financial burdens. In one instance, a family discovered a substantial medical debt that hadn’t been disclosed. Thankfully, we were able to negotiate with the creditor and reach a favorable settlement.”
San Diego Probate Law: Trusted Guidance
“Steve, what makes San Diego Probate Law stand out from other firms?”
“We prioritize compassionate, personalized service. We understand that probate can be an emotionally challenging time for families. Our team is dedicated to providing clear explanations, addressing concerns, and guiding our clients through each step of the process with empathy and understanding.”
- “San Diego Probate Law made a difficult time so much easier. They were incredibly knowledgeable and supportive, and always took the time to answer my questions.” – Susan M.
- “I highly recommend Steve Bliss and his team. Their professionalism and attention to detail were exceptional. They helped me navigate a complex probate matter with ease.”
Steve, thank you for sharing your expertise with us today. If you’re facing probate matters in San Diego, reach out to San Diego Probate Law for compassionate guidance and experienced legal representation.
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: “What happens if an executor does not do their job properly?” Or any other related questions that you may have about Probate or my probate law practice.
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