How to Choose Agents for Your Estate Plan 
TL;DR (Summary): Understanding how to choose the right agents for your estate plan is essential…
Stacy GrowJuly 10, 2025
Should I Name a Professional Fiduciary in My Estate Plan? 
TL;DR (Summary): A professional fiduciary can offer expertise, impartiality, and peace of mind by managing…
Stacy GrowJune 30, 2025
Do I Need a Special Needs Trust? 
TL;DR (Summary): A Special Needs Trust is a vital tool for California parents of special…
Stacy GrowJune 26, 2025
How to Leave Your Estate to Charity Without Leaving a Legal Mess Behind 
TL;DR (Summary): There are many thoughtful ways to incorporate charitable giving into your estate plan,…
Stacy GrowJune 19, 2025
How to Get Access to Bank Accounts After a Spouse’s Death 
TL; DR (Summary): Losing a spouse is emotionally challenging, and figuring out how to get…
Stacy GrowJune 13, 2025
Estate Planning for Couples Without Heirs 
When you’ve spent a lifetime building your legacy, your home, investments, personal collections, and values,…
Stacy GrowJune 5, 2025
How to Avoid Capital Gains Tax with Smart Estate Planning 
As you move into your golden years, you’ve probably accumulated assets that have grown in…
Stacy GrowMay 29, 2025
Do I Need to Update My Estate Plan After My Spouse Dies? 
Losing a spouse is one of the most life-altering events anyone can face. Beyond the…
Tiz GonzalezMay 22, 2025
Who Inherits If I Have No Children in California? 
You’ve worked hard to build a life you’re proud of—maybe a cozy home, a retirement…
Andy SilvaMay 16, 2025
Estate Planning after a Spouse’s Death: 7 Tips for Widows 
Losing a spouse is an incredibly personal and painful life transition. Amid the emotional fog,…
Andy SilvaMay 13, 2025
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