The Pitfalls of DIY Probate

The Pitfalls of DIY Probate

The state of California determines probate attorney fee commissions based on the estate’s total value. The state of California determines probate attorney fee commissions based on the estate’s total value. For estates valued over $150,000, but less than $25,000,000, the statutory fees for attorneys and executors in California’s probate cases are a sum of the…

The Death of Raquel Welch – What Is Her Estate Plan?

The Death of Raquel Welch – What Is Her Estate Plan?

Raquel Welch, whose acting career spanned five decades, passed away in February at the age of eighty-two. Welch appeared in more than thirty films and fifty television series, won a Golden Globe Award, and has a star on the Hollywood Walk of Fame. However, Welch was more than an actress. She was also a savvy…

Revisit Your Estate Plan After Home Remodeling Projects

Revisit Your Estate Plan After Home Remodeling Projects

Spring has sprung, which means many homeowners are kicking off remodeling projects. It’s the time of year when homeowners are motivated to undertake various projects to enhance their homes’ efficiency, infuse their living spaces with their unique touch, and address overdue maintenance tasks. In fact, the National Association of Home Builders (NAHB) celebrates May as…

What to Bring to A Meeting With Your Estate Planning Attorney

What to Bring to A Meeting With Your Estate Planning Attorney

When you first meet with your Law Stein Anderson estate planning attorney, you’ll discuss and strategize a plan for your assets. We aim to protect your wealth, minimize tax liabilities, and create the most comprehensive plan to fulfill your intentions. We know that talking about end-of-life wishes can be a sensitive topic. Therefore, we want…

Estate Plan Etiquette + Probate Rules to Know

Estate Plan Etiquette + Probate Rules to Know

In honor of May being National Etiquette Month, we offer ways to bolster your estate plan by incorporating the key elements of etiquette. Furthermore, this month’s newsletter outlines circumstances that may indicate an update to your estate plan is calling. Lastly, we discuss some essential probate rules to know should you need to wind up…

The U.S. Supreme Court Will Soon Hear Arguments in the Case of Tyler v. Hennepin County

The U.S. Supreme Court Will Soon Hear Arguments in the Case of Tyler v. Hennepin County

The U.S. Supreme Court will soon hear arguments in the case of Tyler v. Hennepin County. In this case, Geraldine Tyler lost her condo in Minneapolis, Minnesota, after neglecting to pay $15,000 worth of property taxes by 2015. Hennepin County seized and sold the condo for $40,000 to cover the taxes, interest, and fees due….

Apple’s Tax Agreement With Cupertino Has Fallen Under California Tax Authority’s Scrutiny
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Apple’s Tax Agreement With Cupertino Has Fallen Under California Tax Authority’s Scrutiny

The California Department of Tax and Fee Administration (CDTFA) launched an audit in 2021 investigating an arrangement between Apple and the city of Cupertino. The arrangement began in 1998 using a 1950s law that looks at orders based on the sale location. In other words, online orders are taxed based on the company’s location, not…

Garn-St Germain Act Exceptions

Garn-St Germain Act Exceptions

The Garn-St Germain Act was passed in 1982 and signed into law by President Ronald Reagan. The act was implemented to help the loan industry, which was struggling with inflation and high interest rates. It allows lenders to enforce contracts, such as mortgage agreements, that contain due-on-sale clauses. They can be enforced even if the…