People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we’re going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarification about trusts, …
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up-to-date. While you almost surely understand the importance of creating an estate plan, you may not know …
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE? Read More »
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan should include enough money to cover this final expense. And if you are thinking of simply setting aside money in your will to cover your funeral expenses, you should seriously reconsider, as …
5 SMART WAYS TO PAY FOR YOUR FUNERAL THAT WON’T LEAVE YOUR FAMILY TO FOOT THE BILL Read More »
Our 3 Locations:
Main Office
1615 S. Mission,
Suite. A,
Fallbrook, CA 92028
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P: 951-200-3079
Other Offices
27555 Ynez St,
Suite. 110,
Temecula, CA
2888 Loker Ave E,
Carlsbad, CA
ABOUT US
With over 15 years of experience providing compassionate and solutions-focused legal services, I have supported individuals and families through some of life’s most important—and often most challenging—transitions. My practice is dedicated exclusively to Estate Planning, Probate, uncontested Conservatorships and Guardianships, and soon, Trust Administration. I focus on clear communication, practical guidance, and respectful service that honors each client’s values and goals. My commitment is to deliver experienced, trustworthy counsel with compassion, integrity, and respect every step of the way.
