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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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  • Page 15
  • The Top 3 Things You Need to Know Before They Leave for College to Keep Them SAFE!
  • What Can You Learn from Burt Reynolds That Could Save Your Family a Lot of Money, Time, and Public Display of Your Estate Plan?
    Estate Planning to avoid Probate in California
  • Did Aretha Franklin Really Die Leaving No Will or Trust?
    Aretha died in her home state of Michigan - according Michigan’s probate statute, without a will or a trust, Aretha is said to have an 'intestate' estate.
  • Marital Planning in the Joint Trust: Balancing Income Tax, Transfer Tax, and Asset Protection Concerns
  • Why Trust Protectors are the Wave of the Future
  • IRS Demands More Estate Tax Money From Michael Jackson’s Estate
    IRS Demands More Tax Money From Michael Jackson’s Estate
  • "Is the Estate Tax Dead? The Top Seven Reasons You Still Need a Revocable Trust Estate Plan"
    The Top Seven Reasons You Still Need a Revocable Trust Estate Plan, for more information on effective and strategic estate planning, see my books Safeguarding the Nest, Second Edition; Estate Planning Secrets of the Affluent; and Protection Your Children’s IRA Inheritance.
  • Did Debbie Reynolds and Carrie Fisher Protect Carrie's Daughter Billie Lourd, Age 24, with the Right Estate Plan?
    Where will the estates of Carrie Fisher and Debbie Reynolds go after this famous mother daughter team died so suddenly?
  • Does your estate plan need to be modified in light of Trump's new estate tax proposal?
    Does your family estate plan need to be modified in light of President Trump's new estate tax proposal?
  • Come Join Us for a Lively Discussion of the New Proposed Regulations for IRC 2704 Related to Valuation Discounts for Family Owned Businesses and Real Estate
    Proposed Regulations for IRC 2704 for Valuation Discounts for Family Owned Businesses and Real Estate
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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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Estate Planning Secrets of the AffluentEstate Planning Secrets of the AffluentRequest Information
Safeguarding The Nest – Fourth EditionSafeguarding The Nest – Fourth EditionRequest Information
Secrets of Great Estate Planning, Sixth EditionSecrets of Great Estate Planning, Sixth EditionRequest Information

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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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