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TL;DR Summary: Trust and estate litigation often results from outdated documents, DIY documents, beneficiary designation…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
How and Why to Hold a Family Meeting
TL;DR Summary: A well-organized family meeting helps reduce confusion, prevent conflict, and ensure your family…
Stacy GrowJuly 31, 2025
What Happens to My Stuff If I Die Without an Estate Plan?
TL:DR Summary: If you die in California without an estate plan, intestate succession laws mean…
Stacy GrowJuly 18, 2025
How to Choose Agents for Your Estate Plan
TL;DR (Summary): Understanding how to choose the right agents for your estate plan is essential…
Stacy GrowJuly 10, 2025
Should I Name a Professional Fiduciary in My Estate Plan?
TL;DR (Summary): A professional fiduciary can offer expertise, impartiality, and peace of mind by managing…
Stacy GrowJune 30, 2025
Do I Need a Special Needs Trust?
TL;DR (Summary): A Special Needs Trust is a vital tool for California parents of special…
Stacy GrowJune 26, 2025
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
We Look Forward
to Meeting with You
Request a Free Discovery Call
DOWNLOAD OUR FREE E-BOOK: ESTATE PLANNING FOR YOUR GOLDEN YEARS