ESTATE PLANNING ATTORNEY IN CARLSBAD, CALIFORNIA

TAILOR-MADE ESTATE PLANNING SERVICES
THROUGHOUT NORTH SAN DIEGO COUNTY
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What you need to know about estate planning

3 tips to set your family up for success

1.

START EARLY

Estate planning isn’t just for the elderly. The last thing you want to do is wait until it’s nearly too late to get your affairs in order. If you own property, you need a plan on who will take over when you’re gone. You may not know where to start, and that’s okay — I  can help.

2.

CONSIDER ALL ASSETS

Your assets include more than just your home. They consist of your money, businesses, and other possessions you deem of value. This mix of assets will dictate how you go about your plans. Taking it all into consideration can be overwhelming, but that’s why I’m here.

3.

CALL AN ATTORNEY

Matters like these are personal and intimate. For some people, it can be difficult to face or even talk about. Guess what? That’s okay. Calling an attorney will aid in making the process easier. I have the compassion to handle your needs with care. Don’t hesitate to call.

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ABOUT AMY

"I STAY CURRENT ON THE LAW SO YOU DON'T HAVE TO"

Like it or not, we all have one appointment we have to keep. When that time comes, knowing your family will be okay can be of great comfort. You deserve to have the peace of mind that comes with protecting your assets and seeing to it your wishes are carried out how you’d like. Another event to consider is if you’re incapable of making decisions for yourself. What then? The same plans need to be in place should that be the case, too. I understand what you need and have over three decades of experience to help. Together, we can safeguard your future.

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A PROCESS THAT WORKS FOR YOU

We Chat In My Office

I look forward to meeting you and hearing about you and your family and working with you to secure whatever goals you identify for the distribution of your your estate and to deisgn that plan to maximizes available tax benefits and apply current law that most benefits you.

I Present a Course of Action

Your life is unlike any other. For that reason, your plans are tailor-made with confidence and finesse.

We Work Together

Let’s collaborate our efforts. That way, we can assure your needs are being met all the way around.

estate planning services

Trusts
Wills
Estate Planning for Blended Families
Powers of Attorney
Advance Healthcare Directives
Charitable Giving Strategies

Working with a lawyer can make your life easier

let me prove it to you

Working on a flat-fee basis

No surprises, no nonsense — just solid service.

My goal is to build a strong working relationship with every client built on mutual respect.  My clients entrust me with the responsibilty of devising an estate plan by which their life's savings and family heirlooms will be safely passed on to the next generation, to friends, or to charitable organizations. This is a charge I embrace and enjoy, and it is a process requiring honest communication between client and attorney.  I enjoy getting to know my clients and count many of them as friends, and a client must feel comfortable enough with me to share information with me that may be uncomfortable or private.  The client should know that I have seen much during my three plus decades of practice and I will never be judge another person's walk through life; nor judge another's person's delicate family situation; nor will I second-guess life choices another person has made. My sole goal is to be understaning and to understand and to find solutions that work for each person's unique life situaiton.  I expect my clients to be direct and forthright and I will always be candid and honest with every client.  Building an estate plan is a process that requires open communication and I want every client of mine to know how much I care about the product I deliver and that I am always willing to listen and help.

SERVING CARLSBAD & NORTH COUNTY SAN DIEGO

Over the past 30 years, I’ve worked with a lot of families just like yours. Well, I take that back. While my experience has definitely provided me with the competence to take on your needs with ease, there really isn’t another family like yours. You’re one-of-a-kind, and what works for everyone else might not work for you. That’s why I take great pride in working closely with you to make sure I understand the ins and outs. From your finances to family dynamic, there’s a lot to consider that can influence your plans. My job is to get it all laid out on the table so I can guide you in the right direction. As a result, the needs of you and your loved ones are taken care of.

Commitment is key in these circumstances. If one thing’s for certain, it’s that I’m committed to helping you create a plan that works. Ultimately, the decision is yours. My desire is to make sure that what you decide to do is informative and makes sense. We’re definitely a team.

Located in Carlsbad, California, I represent families here and throughout North County San Diego. Maybe you need representation for your estate. Perhaps you need insight on elder law. You could be seeking counsel for business law matters. Whatever your needs are, I’m here to help and ready to speak with you today.

Recent Posts

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Probate is not always necessary to ensure your assets are managed how you’d like. In order to have an established plan that works best for you, your estate, and your beneficiaries, it’s essential that you work with an experienced attorney to make the proper arrangements.

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Let's be proactive about your case.

Contact me to get started.
2385 Camino Vida Roble
Ste 203
Carlsbad, CA
92011-1548
760-573-2549

Hours

Sun
Closed
Mon
9am - 5:30pm
Tues
9am - 5:30pm
Wed
9am - 5:30pm
Thu
9am - 5:30pm
Fri
Appt. only
Sat
Closed
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