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Does Your Estate Planner Have a Succession Plan? Here’s Why It Matters Estate Planning

Does Your Estate Planner Have a Succession Plan? Here’s Why It Matters

TL;DR Summary: Your estate plan is supposed to protect your family for decades, which means…

Stacy GrowNovember 20, 2025

Common Problems Trustees Face During California Trust Administration Trust Administration

Common Problems Trustees Face During California Trust Administration

TL;DR Summary: Serving as a trustee in California isn’t easy. It involves legal, financial, and…

Stacy GrowNovember 12, 2025

What Is a Certified Specialist in Estate Planning? Estate Planning

What Is a Certified Specialist in Estate Planning?

TL;DR Summary: An attorney who is a Certified Specialist in Estate Planning, Trust & Probate…

Stacy GrowNovember 12, 2025

What Trustees Should Know About California Trust Accounting Trust Administration

What Trustees Should Know About California Trust Accounting

TL;DR Summary: Serving as a trustee in California isn’t just about distributing assets; it also…

Stacy GrowNovember 12, 2025

Why Year-End Is the Best Time to Revisit Your Estate Plan Estate Planning

Why Year-End Is the Best Time to Revisit Your Estate Plan

TL;DR Summary: As the year wraps up, it’s the perfect time to review your estate…

Stacy GrowNovember 12, 2025

How to Get Death Certificates After a Loved One’s Death Trust Administration

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 Estate PlanningGifting Strategies

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 Estate PlanningMedi-Cal Planning

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 Trust Administration

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 Estate Planning

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