By Bryan K. Johnson, Esq. As the year comes to a close, many people hear about the annual gift tax exclusion and wonder whether making a year-end gift is worth the effort, especially if time is short. Even simple gifts, when used consistently, can play an important role in reducing potential future estate tax exposure. For 2025, individuals may…
By Desiree F. Rivera, Esq. The end of the year is an important time to evaluate tax efficient gifting strategies and ensure your estate plan remains aligned with upcoming federal changes. With major shifts to the federal estate tax exemption scheduled for 2026, proactive planning before December 31, 2025, can provide meaningful long-term benefits. Read below for an overview of key year-end planning opportunities and upcoming changes that…
In our recent newsletter, Katie A. Lindsey, Esq., Certified Specialist in Estate Planning, Trust, and Probate Law, explains why it is critical to plan for how separate property is distributed at death. Without a plan, California’s intestacy rules will determine where your assets go (and the results are not always what a family would expect.)…
In our recent newsletter, Nate Loftin, Esq. highlights Proposition 19 Adjustments and 2025 tax law changes that may impact your California estate plan. Sign up for our newsletter at the link below to stay informed of the latest policy shifts. Proposition 19: Adjusted Exclusion Amount The California State Board of Equalization announced a 2.15% increase…
In our recent newsletter, Nick Carrigan, Esq. highlights 2025 tax and policy shifts — and what they mean for your estate and financial plans. We’ve outlined a few of the key takeaways below and encourage you to read the full version of this informative article at the link below. Plus, be sure to sign up…
We’re thrilled to announce that our very own Shauna Anderson is featured in Orange Coast Magazine‘s annual Power Women special issue! Shauna’s exceptional leadership, skill, and unwavering determination to make a positive impact in Orange County inspire us all. Shauna’s well-deserved recognition as a Power Woman in Orange Coast Magazine’s prestigious issue is truly a…
We are proud to announce that Law & Stein LLP has changed its name to Law Stein Anderson, reflecting the continued and impactful contributions of partner Shauna R. Anderson. Shauna achieved remarkable success in her private practice before joining Law Stein Anderson. For over a decade, she has showcased unparalleled expertise in estates, trusts, tax…
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…