Taking Inventory of Assets
Good morning, San Diego! I’m here today with Steve Bliss, a prominent probate attorney in our city. Steve, thanks for joining me. Let’s talk about estate planning. Many people find the process overwhelming, so could you walk us through one of the initial and crucial steps?
Steve: “Absolutely! One of the first things we do with clients is help them take inventory of their assets. This involves creating a comprehensive list of everything they own. Ordinarily, this includes real estate, bank accounts, investments, retirement funds, vehicles, personal belongings, and even digital assets like online accounts.
It’s crucial to be thorough. For instance, people often forget about smaller items like jewelry, artwork, or sentimental objects that hold value. We encourage clients to think broadly and include everything they consider of worth. This detailed inventory becomes the foundation for your estate plan.”
“Consequently, having a clear picture of what you own allows you to make informed decisions about how those assets will be distributed according to your wishes. Moreover, it simplifies the probate process for your loved ones after you’re gone.
I remember one client who thought he didn’t have much to his name. He was surprised to discover a valuable coin collection he’d inherited years ago but forgotten about. Not only did this discovery add financial security, but it also brought back fond memories of his grandfather.
Challenges with Taking Inventory
Steve: “Taking inventory can sometimes be challenging for clients who haven’t kept meticulous records. We often work closely with them to gather necessary documentation, such as bank statements, deeds, and insurance policies. It’s a collaborative process, and we strive to make it as straightforward as possible.”
“A study by the National Endowment for Financial Education found that only 34% of Americans have a written financial plan. This highlights how many people may struggle with taking inventory of their assets and preparing for the future.
San Diego Probate Law’s Expertise
“At San Diego Probate Law, we understand these challenges and guide our clients through every step. We provide expert advice, tailored solutions, and compassionate support. ”
“Steve Bliss and his team were amazing! They patiently explained everything to me and made the entire probate process so much easier. I highly recommend them.” – Maria S.
“I was completely lost after my father passed away. Steve Bliss took the time to answer all my questions and ensured that my family’s wishes were honored. They are true professionals.” – David L.
Ready to take control of your future? Contact San Diego Probate Law today for a free consultation and discover how we can help you build a secure legacy for yourself and your loved ones.
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 happens if I move to or from San Diego after creating an 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
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