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Offices in Carlsbad and Laguna Niguel
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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  • The Top Issues You Need to Know About When Co-Owning Property with Your Children
    Own a home with your child? Learn how to avoid common title and tax mistakes with smart estate planning.
  • Who Can Make Medical Decisions for Your Minor Child When You’re Away?
    Out of town? Make sure your child’s caregiver can act in an emergency. Read our blog to learn about medical consent forms.
  • Gene Hackman’s Estate: The Importance of Updated Wills and Clear Intentions
    Ensure your estate plan is clear and up to date! Learn from Gene Hackman’s case—avoid legal disputes and ensure your wishes are honored. Call us today!
  • The Importance of Trust Administration in Estate Planning: Why Consulting an Attorney is Essential
    Ensure a smooth trust administration process and avoid costly mistakes. Learn why consulting an experienced estate attorney is essential for legal compliance and peace of mind.
  • Corporate Transparency Act Update
    Read our blog on the latest court decision regarding the Corporate Transparency Act Update and new deadline
  • 5 Simple Estate Planning Steps: Your Guide to Securing Your Future
    Discover a simple, stress-free estate planning process. From intake to signing, we guide you every step of the way to protect your legacy. Schedule a consult today
  • FinCEN Beneficial Ownership Filing Requirements Paused
    FinCEN ownership filings are paused due to ongoing litigation. Learn what this means for your business. Stay updated by reading our blog post.
  • Why Listing Your Trust on Home Insurance Matters
    Protect your estate: Learn why adding your trust to your home insurance policy is essential to avoid coverage gaps and safeguard your assets effectively
  • Step-by-Step Guide to Assembling an Emergency Go Bag
    Learn how to pack an emergency go bag with our step-by-step guide. Stay prepared for wildfires or any emergency with these essential tips!
  • Legal Battle Over Padres Ownership Highlights the Critical Need for Clear Succession Planning
    Discover lessons in estate planning from the Padres' ownership dispute. Protect your legacy—contact us today for expert guidance
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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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