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We’re here to help you take the first step toward peace of mind. Whether you have questions or are ready to get started, we’d love to hear from you.

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4538 Cass Street
San Diego, CA

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Reach Out

Office

4538 Cass Street
San Diego, CA

Phone

Email

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FAQs

  • Why is estate planning important?

    Estate planning ensures your assets are distributed according to your wishes, minimizes taxes, avoids probate, and protects your loved ones from legal complications.



  • How do I know if I need a trust or a will?

    A will directs how your assets are distributed after death, while a trust can help avoid probate, provide tax benefits, and offer greater control over asset distribution.

  • What should I do after a car accident?

    Seek medical attention, document the accident, gather witness information, notify your insurance company, and consult a personal injury attorney to protect your rights.

  • Do you offer virtual consultations?

    Yes! We offer virtual and in-person consultations to accommodate your needs, making legal planning convenient and accessible.

  • Can you help protect my assets from lawsuits or creditors?

    Yes! We use legal strategies such as trusts, LLCs, and other asset protection tools to shield your wealth from potential lawsuits and financial risks.

  • How does probate work in California?

    Probate is a court-supervised process for distributing assets after someone passes away. It can be time-consuming and costly, but proper estate planning can help avoid it.

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Journal

Read more
estate planning expert san diego
By Brittany Cohen June 6, 2024
Estate planning is not a one-and-done type of deal—your plan should continuously evolve along with your life circumstances and other changing conditions, such as your assets and the law.
estate planning attorney san diego
By Brittany Cohen May 2, 2024
Ever wondered what happens to your social media accounts after you pass away? Each social media platform has its own rules, so understanding these options is essential for managing your digital accounts responsibly.
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