The Carmel Valley Life | Search Results

What is Estate Planning?

Estate planning allows you to control your property while you are alive, take care of you and your loved ones if you become disabled, and give what you have, to whom you want, the way you want. It also allows you to save every last tax dollar, professional fee and court cost legally possible. An […]

February 5, 2019 / No Comment / Read More

Estate Planning for New Parents and Parents-To-Be

July 14, 2014 No Comment

About a year ago a friend called me and asked if I wanted to join him on a skydiving trip. Two years ago I would have jumped at the opportunity, however this time there was something different. Before I answered him, I started to think about my life insurance policy and if I had made […]

Educational and Estate Planning Event

May 27, 2014 No Comment

YOU are cordially invited to attend an educational, estate planning event to be held on Tuesday, June 3rd, from 7 to 9 pm at the Doubletree Hotel, Carmel Valley (11915 El Camino Real, San Diego, CA 92130). The focus of this event will be on asset protection planning and also the benefits of appointing a […]

Awareness & Estate Planning in May

May 16, 2013 No Comment

With summer just around the corner, this month I’m trying to better my health to be in the physical and mental shape desired to best enjoy our warm and active months in San Diego. In May there are many awareness campaigns to help us all better our health, and the health of our loved ones. […]

Estate Planning Emerges in the Entertainment Industry

April 18, 2012 2 Comments

I could tell you the importance of having an estate plan repeatedly. But the message may not be as interesting coming from me, as it would coming from the entertainment industry. The ABC sitcom Modern Family, aired an episode during their second season called “Someone to Watch Over Lily.” This episode centered around the characters, Mitchell and […]

Planning a Wedding or Planning Your Estate?

March 4, 2014 No Comment

Planning a Wedding or Planning Your Estate? The Elements are the Same! I am in the midst of planning my wedding, and I love it. Call me crazy, but I truly enjoy the process. What I’ve realized is that planning a wedding is really no different than what I have been doing for my clients […]

The Robert Green Company and Zephyr Announce Plans to Acquire Oceanfront Real Estate in Del Mar

April 6, 2017 No Comment

The Robert Green Company – an Encinitas-based company specializing in hospitality development – and real estate development company Zephyr, also based in Encinitas, today announced that they have entered into an agreement to jointly acquire and develop a 16-acre oceanfront real estate parcel in Del Mar, located between Via De la Valle and North Beach […]

Estate Plans Are Not Only For the Wealthy

November 15, 2012 No Comment

The estate plans of the rich and famous regularly make the news. The battles surrounding Michael Jackson’s estate are no secret, and Whitney Houston’s estate plan (or lack thereof) has received criticism this past year. The newsworthiness of these celebrities seems to indicate that only the wealthy need an estate plan. That couldn’t be farther […]

Don’t Bury your Estate Plan with You

October 11, 2012 No Comment

Tips to avoid loss of important documents. Imagine your family trying to search stacks of paper in your home to find your estate plan. In those stacks, they find nothing but old bills. They turn to your rolodex and find a business card for an attorney. They call that office in hopes it was your […]

Made Your Summer Plans, But What About Your Estate Plan?

May 15, 2012 No Comment

Your Life is Filled With “Plans” Our days are structured around plans. We can now speak into our iPhone’s, tell Siri our plans, and have our calendar scheduled for us. Our plans include the meetings that fill up the work day, planning out the kid’s activities and play dates, and planning what to do in […]

Selecting a Guardian for Your Children

February 12, 2019 No Comment

The birth of a child is an important time to begin your estate planning, if you haven’t already. Not only will you want to plan and protect your child’s inheritance, but of more concern may be deciding who could care for your child when you are unable to and incapacitated, or if you’ve passed away […]

San Diego Holiday Activities Close to Home

November 23, 2017 No Comment

Happy Holidays from Your Neighbors! If you are looking for some San Diego Holiday Activities close to home, Encinitas has events that offer the friendliness of Carmel Valley and the charm of the beach. Plus, its just up the freeway from the Carmel Valley San Diego community. On December 8th, 15th, and 22nd, participating shops located […]