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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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  • Why You Should Consider Listing Your Revocable Trust as the Primary Beneficiary on Your Life Insurance Policy
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  • Posted on 01/12/2026What is a QDOT and Why You May Need One
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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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