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
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
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