Questions & Answers With a Probate Litigator

Questions & Answers With a Probate Litigator

Probate refers to the legal process of administering the estate of a deceased person. Probate litigators are attorneys specializing in legal disputes regarding probate matters. In this Q&A, our probate litigator, Matthew Stein, Esq. will answer important probate and estate planning questions. What does a probate litigator do? Probate litigation attorneys handle estates, trusts, and…

Advanced Estate Planning

Advanced Estate Planning

By Monique Nevarez, Esq. When people think of estate planning, what comes to mind for most people is planning for after death. However, while traditional estate planning covers the basics (ensuring a smooth transfer of wealth and minimizing tax liabilities and probate fees), advanced estate planning encompasses various strategies and techniques designed to protect and…

Did You Know of the Corporate Transparency Act?
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Did You Know of the Corporate Transparency Act?

The Corporate Transparency Act, or the CTA, enhances corporate transparency to combat money-laundering, terrorism, tax evasion, and other financial crimes. It does so by setting up a national database that identifies the humans behind the companies. This database helps law enforcement sift through companies used for nefarious purposes.  The Objectives of the Corporate Transparency Act…

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…