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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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  • Summer Travel Plans? Make Sure Your Estate Plan Is Ready Too
    Before you hit the road, update your estate plan. Ensure your medical, financial, and guardianship wishes are updated in case of an emergency.
  • Why Every Young Adult Needs a Power of Attorney and Health Care Documents
    Graduation-ready? Don’t forget the legal docs. A Power of Attorney, HIPAA release & Advance Health Care Directive protect your young adult in an emergency.
  • The Dangers of Not Updating Your Estate Plan After Marrying in California
    Failing to update your estate plan after marriage in California can lead to unintended outcomes. Learn how to protect your assets and wishes.
  • Protecting Your Children Through Continuing Trusts
    Protect your children's future with continuing trusts. Control, guide, and safeguard their inheritance. Call us today to update your estate plan!
  • 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
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  • Posted on 11/21/2025Why California Trust Administration Is More Complicated Than Most People Realize And Why Handling It Alone Can Be Risky
  • Posted on 11/14/2025Don’t Wait for a Crisis: The Holiday Conversation Every Family Needs to Have
  • Posted on 10/31/2025The Importance of Properly Funding Your Trust: Avoiding a Probate Nightmare
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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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