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
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?
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
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
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
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
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
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
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
TL;DR Summary: For blended families in California, smart estate planning tools like trusts, prenuptial/postnuptial agreements,…
Stacy GrowOctober 9, 2025
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