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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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  • Understanding Prop 19 and Maintaining Property Tax in California: Introduction to California Property Tax Propositions
  • Understanding Trustee Fiduciary Duties and Beneficiaries' Rights: A Look at Tony Bennett's Estate
    Click here to explore trustee fiduciary duties, beneficiaries' rights, & avoiding litigation through Tony Bennett's estate case in this insightful blog post.
  • Why You Should Create or Update Your Estate Plan Before Heading on Summer Vacation
    Why You Should Create or Update Your Estate Plan Before Heading on Summer Vacation. Click here to read more
  • The Importance of Power of Attorney and Health Care Documents for Your Young Adult Children
    Protect your young adult with essential legal documents like power of attorney, HIPAA authorization, and health care directives. Learn why these are crucial.
  • Understanding California's New Directed Trust Law: Simplifying Estate Planning for Families
    Explore California's new Directed Trust Law for smarter estate planning. Read blog to learn how it simplifies trust management and call us for expert guidance!
  • The Costly Consequences of Poor Estate Planning: A Case Study of James Gandolfini’s Estate
    Find out how poor estate planning was costly for the estate of James Gandolfini and how better planning could have saved his estate paying so much in taxes
  • Is O.J. Simpon’s Estate Responsible to Pay his Civil Judgements Now that he has Died?
    Is an estate responsible for a civil judgement after someone dies? Click here to read more.
  • What is the Probate Process In California?
    Probate in California is the legal process through which a decease person’s estate is settled. Here’s a general summary of the process.
  • Understanding the 2024 Federal Estate Tax Exemption Rules and What It Means for Your Estate Plan
    Stay informed on Federal Estate and Gift Tax exemptions and prepare for potential legislative changes impacting estate planning. Read our blog to find out more.
  • Spring Cleaning For Your Estate Plan: Ensuring Your Plan Reflects Your Current Wishes
    Spring is the perfect time to review your estate planning documents to see if they need updating. Click here to read more about what might need to be done
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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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