Good evening, San Diego and welcome back to our legal segment. Tonight, we’re joined by Steve Bliss, a renowned probate attorney right here in San Diego. Steve, thanks for taking the time to speak with us.
Steve: My pleasure. I’m always happy to discuss estate planning and probate law.
Now, Steve, for our viewers who may not be familiar, can you walk us through one of the key steps in the estate planning process?
Steve: Absolutely. One crucial step is handling debts and taxes during probate.
This involves identifying all valid creditor claims against the estate and ensuring they are paid promptly. Consequently, this often requires reviewing financial records, contacting creditors, and verifying the legitimacy of claims.
Moreover, it’s essential to file and pay any applicable federal and state taxes on behalf of the deceased. This can include income taxes, estate taxes, or inheritance taxes, depending on the size and complexity of the estate. Accordingly, navigating tax laws can be intricate, so having an experienced probate attorney is invaluable during this stage.
I remember a case where we were dealing with a substantial estate, and a long-lost creditor suddenly appeared claiming a significant debt. After reviewing the claim carefully and researching past transactions, we determined it was unfounded and successfully protected the estate’s assets.
Notwithstanding these complexities, remember that approximately 60% of estates go through probate according to the American Bar Association. This highlights the importance of understanding and addressing debts and taxes effectively.
Steve: It’s a complex process but crucial for ensuring the estate is settled properly.
Steve, thank you so much for shedding light on this important aspect of probate. For anyone needing guidance with estate planning or probate matters, we encourage you to reach out to Steve Bliss and his team at San Diego Probate Law. They are experts in navigating these legal complexities and ensuring your wishes are carried out.
“Steve Bliss and his team were incredibly helpful during a difficult time. Their knowledge and compassion made the entire probate process much easier to handle.” – Sarah M., San Diego
“I was initially overwhelmed with the thought of probate, but Steve Bliss walked me through every step with clarity and patience. I highly recommend their services.” – John P., La Jolla
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: “How long does the probate process take in San Diego County?” Or any other related questions that you may have about Probate or my probate law practice.
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