How to Get Death Certificates After a Loved One’s Death
TL;DR Summary: After a loved one dies, you’ll need several certified copies of their death…
Stacy GrowOctober 29, 2025
Understanding 2026 Gifting Restrictions
TL;DR Summary: In 2026, federal gifting rules offer both relief and a wake-up call for…
Stacy GrowOctober 29, 2025
Estate Planning Strategies to Prepare for Long-Term Care
TL;DR Summary: Long-term care can drain even the most carefully managed savings. But with smart…
Stacy GrowOctober 27, 2025
How to Close a California Trust Administration
TL;DR Summary: Closing a California trust administration isn’t just about distributing assets; it’s about wrapping…
Stacy GrowOctober 27, 2025
Estate Planning Tips for Blended Families in California
TL;DR Summary: For blended families in California, smart estate planning tools like trusts, prenuptial/postnuptial agreements,…
Stacy GrowOctober 9, 2025
Estate Planning Steps Every California Widow Should Take in the First Year After Loss
TL;DR: Losing a spouse is overwhelming, and estate planning may feel like the last thing…
Stacy GrowOctober 9, 2025
What is the Annual Gift Tax Exclusion?
TL;DR Summary: The annual gift tax exclusion allows you to give up to a certain…
Stacy GrowOctober 9, 2025
When to Update Your Advance Healthcare Directive
TL;DR: Your Advance Healthcare Directive isn’t a one-and-done document—it needs to evolve as your life,…
Stacy GrowOctober 9, 2025
How to Talk to Your Family About Estate Planning
TL;DR Summary: Most Americans don’t have a will or trust, which often leaves families with…
Stacy GrowOctober 1, 2025
Understanding Powers of Attorney in California
TL;DR Summary: A Power of Attorney is a critical estate planning tool for every Californian…
Stacy GrowSeptember 26, 2025
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