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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 Benefits of Creating a Retirement Plan Trust for Multiple Children Where at Least One is Under Age 21 Under the SECURE Act 2.0
    Create a retirement plan trust for minor children under 21 to extend tax deferral, protect assets, and maintain control under SECURE Act 2.0. Contact us today!
  • Understanding Secure Act 2.0: New Rules for Beneficiaries of Inherited Retirement Accounts
    Learn how Secure Act 2.0 impacts beneficiaries of inherited retirement accounts. Stay informed and protect your financial future. Contact us today!
  • Understanding the Murdoch Family Battle Over Trusts: Can an Irrevocable Trust Be Changed?
    The ongoing battle between Rupert Murdoch and his children over control of their family’s multibillion-dollar media empire is a complex one. It raises a fascinating question; can you change a legal document that’s supposed to be unchangeable? Click here to read more.
  • Understanding Spousal Lifetime Access Trusts (SLATs) for Large Estates
    A SLAT is a type of trust that allows one spouse to put money or assets into a “box” that the other spouse can use during their lifetime. It’s a way to share wealth while making sure it stays protected and doesn’t get lost. Click here to read more about it.
  • Protect Your Home from Title Fraud with San Diego County's Free Owner Alert Service
    Protect Your Home from Title Fraud with San Diego County's Free Owner Alert Service. Click link to read more on how to sign up for this service.
  • Children off to College? Is It Time to Update Your Estate Plan as an Empty Nester?
    Children off to College? Is It Time to Update Your Estate Plan as an Empty Nester? Click here to read our blog post.
  • How a Pre-Nuptial Agreement Can Affect Your Estate Plan in California
  • How to Handle Out-of-State Property in Your California Estate Plan
  • How Divorce Impacts Your Estate Planning Documents: Trusts, Powers of Attorney, and Health Care Documents in California
  • Understanding Probate Fees in California: The Importance of an Estate Plan and Proper Asset Titling
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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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