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Carlsbad Office: 760-448-2220
1917 Palomar Oaks Way, Suite 160 Carlsbad, CA 92008
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Learn More About Your Estate Planning Options in Our Collection of Informative Articles

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  • Learn the Latest Estate Planning Tips and Traps to Make Sure Your Assets Pass to Your Heirs in the Most Protective and Efficient Way Not Only to Avoid Probate in California but Save on Unnecessary Taxes with Secrets of Great Estate Planning, Fourth Edition
    Secrets of Great Estate Planning, Fourth Edition Released, Your Guide to Estate Planning in California Just Released
  • Four Common Mistakes Families Make that Cause a Probate Even Though They Had a Trust
    Four common reasons families end up in Probate Court in California even though they had a trust. Learn how to avoid these common mistakes with proper planning.
  • Learn What Four Documents You Need to Help Protect Your Young Adult Child Now That They are Over 18
    Learn what legal documents are critical to have on board to protect your young adult child in case they become ill or injured and can't make their own decisions
  • A Retirement Protector Trust is a trust that acts as a shield or barrier to insulate the principal of your IRA, 401 (k) or oth­er qualified retirement account from the trust beneficiary's creditors, a bankruptcy, a lawsuit, or a divorcing spouse after they inherit the accounts from you.
    What is a Retirement Protector Trust (aka Retirement Plan Trust)?
  • Proactive Planning with a Spousal Lifetime Access Trust
  • Proposed Estate Tax Law Change Could Affect Your Plans for Protecting Your Family
  • Planning for Long Term Care vs. Crisis Planning
    Read an excerpt from Attorney Brenda Geiger's free book "The Smart Family's Guide to Protecting An Aging Parent from a Long Term Care Financial Crisis in California"
  • 10 Tips for Choosing the Right Estate Planning Attorney for You
    Brenda Geiger lists the top 10 unbiased tips on choosing the right estate planning attorney for you and your family's needs.
  • Brenda Geiger explains the Top 25 Estate Planning Mistakes People Make & How to Avoid Them
    These are the most common mistakes I see in my practice every day. There are many myths and misconceptions out there about estate planning. This article will help you
  • What to Look For When Hiring an Estate Planning Attorney?
    Carlsbad Trust and Estate Attorney Brenda Geiger gives expert advice on what you look for when hiring an estate planning attorney
12>

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  • Posted on 05/20/2022 Learn the Latest Estate Planning Tips and Traps to Make Sure Your Assets Pass to Your Heirs in the Most Protective and Efficient Way Not Only to Avoid Probate in California but Save on Unnecessary Taxes with Secrets of Great Estate Planning, Fourth Edition
  • Posted on 05/18/2022 Four Common Mistakes Families Make that Cause a Probate Even Though They Had a Trust
  • Posted on 05/03/2022 Learn What Four Documents You Need to Help Protect Your Young Adult Child Now That They are Over 18
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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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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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