Law Stein Anderson is proud to announce that our very own Matthew Stein has won the ProVisors Group Leader of the Year Award. ProVisors is the premier national networking organization exclusively for trusted advisors. It is the largest, fastest-growing cross-referral network of 8,000+ trusted advisors. A Provisors group leader promotes the organization’s mission to be…
Estate planning requires a balancing act of providing the greatest benefits to loved ones while saving on income and estate taxes and safeguarding savings from beneficiaries’ creditors. This balance requires careful consideration alongside proper legal and financial tools. Saving on Taxes Unfortunately, estate and income taxes might be quite the hurdle for you and your…
You should consider hiring a trust and estate litigation attorney when there is a dispute or conflict related to an estate or will. Some situations where an estate litigation attorney can be helpful include: In general, if you’re involved in a legal dispute related to an estate, it is a good idea to consult with…
Undue influence is a legal term used to describe a situation where a person is forced or manipulated into making a decision against their own free will. In California, undue influence can be used to invalidate a contract, will, or other legal documents. It can also be used to establish a claim for financial fraud…
Trust and estate litigation refers to legal disputes that arise in the context of trusts, wills, and estates. This type of litigation usually involves disagreements between family members and other interested parties over the interpretation or implementation of a will, trust, or estate plan. Trust and estate litigation can take many forms, including challenges to…
Are you concerned about the future of your assets? Estate planning is the process of planning how your assets will be handled after death. It usually involves signing a will and a trust. You also sign a healthcare directive and power of attorney that take effect if you become incapacitated. It’s important to know that…
Probate is a legal process that occurs after someone dies. It’s a court proceeding that is time-consuming, complicated, and costly. However, it’s required to appoint legal title to assets at death. During a typical probate, the court oversees the distribution of a deceased person’s assets. The process usually starts with submitting a will and a…
Did you know probate and trust litigation has doubled in Southern California over the past ten years? The death of a loved one is a traumatic experience. Sometimes a parent dies without a will, or the family disagrees over the terms of a will or a trust. When these disagreements can’t be resolved, probate or…