Gifting Strategies to Reduce Income Tax
TL;DR Summary: Smart gifting can reduce your taxable income, shift wealth to loved ones, and…
Stacy GrowSeptember 26, 2025
Why Every Woman Needs an Estate Plan
TL;DR Summary: Every woman needs an estate plan, although their priorities may change depending on…
Stacy GrowSeptember 16, 2025
Questions to Discuss with a Potential Estate Plan Agent
TL:DR Summary: Initiating an open conversation with a potential estate plan agent can help ensure…
Stacy GrowSeptember 16, 2025
How to Select the Right Estate Planning Attorney in California
TL:DR: Summary: An experienced estate planning attorney can help ensure that your plan executes your…
Stacy GrowSeptember 16, 2025
How Long Does a California Trust Administration Take?
TL;DR Summary: A California trust administration can take anywhere from several months to over two…
Stacy GrowSeptember 16, 2025
What is Changing with Medi-Cal in 2026?
TL;DR Summary: Starting January 1, 2026, Medi-Cal’s rules for long-term care coverage will change. The…
Stacy GrowSeptember 5, 2025
What are the Duties of a Trustee in California?
TL;DR Summary: Serving as a trustee of a trust is a legal role governed by…
Stacy GrowAugust 28, 2025
How the One Big Beautiful Bill Changes Charitable Giving and Wealth Transfers
TL;DR Summary: The “One Big Beautiful Bill Act” (OBBBA) is a financial reform package that…
Stacy GrowAugust 26, 2025
The Complete Guide to California Trust Funding
TL;DR: If you create a trust but overlook proper funding, your assets may be subject…
Stacy GrowAugust 14, 2025
How to Protect Your Estate Plan from Litigation
TL;DR Summary: Trust and estate litigation often results from outdated documents, DIY documents, beneficiary designation…
Stacy GrowAugust 7, 2025
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