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Offices in Carlsbad and Laguna Niguel
Carlsbad Office: 760-448-2220
1917 Palomar Oaks Way, Suite 160 Carlsbad, CA 92008
Estates, Trusts, Asset Protection & Business Planning Law Firm
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We Answer Clients’ Popular Questions About Wills, Trusts, and Related Issues

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  • What is Included in my “Taxable Estate” for Purposes of Calculating if my Estate will Owe Estate Taxes?
  • Why do I need a trust and not just a will?
  • How often do I need to update the terms of my trust?
  • How long will it take to draft my trust plan?
  • How do I get my assets into my trust?
  • Do I need to refinance my house before I put my house into my trust?
  • What is the best way to leave personal property to specific people?
  • Who should be the successor trustee of our trust?
  • How Should I Handle My Life Insurance With Regard to My Estate Plan?
  • How Do I Transfer My Home to My Revocable Trust?
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FAQ

  • ?What is Included in my “Taxable Estate” for Purposes of Calculating if my Estate will Owe Estate Taxes?
  • ?Why do I need a trust and not just a will?
  • ?How often do I need to update the terms of my trust?
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Estate Planning Secrets of the AffluentEstate Planning Secrets of the AffluentRequest Information
Safeguarding The Nest – Fourth EditionSafeguarding The Nest – Fourth EditionRequest Information
Secrets of Great Estate Planning, Sixth EditionSecrets of Great Estate Planning, Sixth EditionRequest Information

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Please fill out the quick contact form below for a fast and free intake consultation. We will contact you within 24 hours!
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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