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How to Leave Your Estate to Charity Without Leaving a Legal Mess Behind Charitable GivingEstate Planning

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 Trust Administration

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 Estate Planning

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 Estate PlanningMinimizing Taxes

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? Estate Planning

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? Estate Planning

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 Estate PlanningTrust Administration

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

Top Reasons to Update Your Will—and Why an Estate Planning Lawyer Is Key Estate Planning

Top Reasons to Update Your Will—and Why an Estate Planning Lawyer Is Key

You’ve worked hard to build your legacy, and your will ensures your wishes are honored…

Andy SilvaApril 23, 2025

Top Questions to Ask Your Estate Planning Attorney Estate Planning

Top Questions to Ask Your Estate Planning Attorney

You’ve finally decided it’s time to get serious about your future—or, more specifically, what happens…

Andy SilvaMarch 13, 2025

Common Estate Planning Mistakes and How to Avoid Them Estate Planning

Common Estate Planning Mistakes and How to Avoid Them

You’ve worked hard to build a comfortable life, accumulating assets, properties, and savings for your…

Andy SilvaFebruary 27, 2025