Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: However, as dementia progresses, estate planning must become more proactive and strategic than ever to avoid court and conflict over your …
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, we’ll explore …
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve …
Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning Read More »
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family’s financial future. In this blog, we explain how the new law affects …
Have Unused 529 College Savings? Roll Them Into a Roth in 2024 Read More »
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Trust that owns a business interest, you’ll need to comply with the Corporate Transparency Act (CTA) come January. Beginning January 1, 2024, …
Our 3 Locations:
Main Office
1615 S. Mission,
Suite. A,
Fallbrook, CA 92028
CALL / FAX US
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.
