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Carlsbad Office: 760-448-2220
1917 Palomar Oaks Way, Suite 160 Carlsbad, CA 92008
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Estate Planning Blog From a Southern California Perspective

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  • October Is Estate Planning Awareness Month — Don’t Wait to Protect What Matters Most
    October is Estate Planning Awareness Month! Learn why now is the perfect time to create or update your estate plan and protect your family’s future
  • Estate Planning for Restricted Stock Units: What You Need to Know
    Restricted Stock Units can create unique estate planning challenges. Learn how to protect your RSUs, reduce taxes, and ensure they support your family’s future.
  • California Set to Reinstate Medi-Cal Asset Test in 2026: What Families Need to Know
    California will reinstate Medi-Cal asset tests in 2026: What Families Need to Know
  • The Critical Estate Planning Decision Most Families Never Make (Until It's Too Late)
    Don’t wait for a crisis to act. Discover why incapacity planning is essential for protecting your family’s future and financial security.
  • Avoiding California Probate: Why a Revocable Living Trust Is Essential
    Avoid costly probate, reduce family conflict, and keep your wishes intact. Learn how a tailored estate plan provides lasting protection.
  • What Happens to Your Business If You’re Gone Tomorrow? Here’s How to Protect It
    Secure your business, protect your family, and preserve your legacy with an estate plan tailored for business owners. Learn how today.
  • New Baby, New Priorities: Why Your Estate Plan Can’t Wait
    The birth of a child is one of life’s most joyful milestones. But becoming a parent changes everything, including your priorities for protecting your family.
  • Is Your Trust Missing This Key Role? 7 Benefits of Adding a Trust Protector
    Naming a trust protector allows safeguards that add a layer of security and adaptability to an estate plan.
  • Stretching Out and Protecting Your Retirement Accounts for Your Children with a Retirement Protector Trust™
    Stretch out IRA distributions and shield your children’s inheritance with a Retirement Protector Trust™. Learn how it works.
  • Trustee Trouble in Paradise: What Jimmy Buffett’s Estate Dispute Teaches About Fiduciary Duty
    When co-trustees fail to collaborate, litigation can follow. Discover strategies to protect your trust from costly internal disputes.
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  • Posted on 10/10/2025October Is Estate Planning Awareness Month — Don’t Wait to Protect What Matters Most
  • Posted on 10/03/2025Estate Planning for Restricted Stock Units: What You Need to Know
  • Posted on 09/25/2025California Set to Reinstate Medi-Cal Asset Test in 2026: What Families Need to Know
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Carlsbad Office 1917 Palomar Oaks Way, Suite 160
Carlsbad, CA 92008
Phone: 760-448-2220 Fax: 760-477-6091 Office Info Get Directions
La Jolla Office 4445 Eastgate Mall
San Diego, CA 92121
Phone: 760-448-2220 By Appointment Only Get Directions
Laguna Niguel 32451 Golden Lantern, Suite 307
Laguna Niguel, CA 92677
Phone: 949-769-2440 Office Info Get Directions
Scripps Ranch Office 10620 Treena Street Suite 270
San Diego, CA 92131
Phone: 760-448-2220 By Appointment Only Get Directions
Sorrento Valley Office 9920 Pacific Heights Blvd. Suite 150
San Diego, CA 92121
Phone: 760-448-2220 By Appointment Only Get Directions
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