Estate Planning Archives - Law Stein Anderson, LLP

Estate Planning | Tax Planning

Sudden Wealth Syndrome: Estate Planning Strategies Every California Lottery Winner Should Know
ByLaw Stein Anderson, LLP March 2, 2026March 24, 2026

By Erin M. Beranek, Esq. California lottery winners face unique estate planning risks, including probate exposure, public disclosure, community property complications, and significant tax liability. Sudden wealth can also create family tension, creditor vulnerability, and long-term management challenges. Proactive planning using trusts, structured ownership, generational subtrusts, and coordinated tax strategies helps protect privacy, preserve wealth,…

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Community | Estate Planning

Steps for Hope: How Estate Planning Can Support Families with Alzheimer’s
ByLaw Stein Anderson, LLP February 27, 2026March 24, 2026

By Kianna C. Parviz, Esq. On March 14, 2026, the Law Stein Anderson team will once again join Walk4ALZ, an event hosted by Alzheimer’s Orange County. More than 50 colleagues, friends, and family members will walk together to support the more than 150,000 Orange County residents currently living with memory loss. For our team, Walk4ALZ is much more than a walk or fundraiser. Many of us have parents, grandparents,…

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Estate Planning | Legal Considerations

‘I Love You’ Wills Aren’t Enough
ByLaw Stein Anderson, LLP February 2, 2026March 24, 2026

By Thomas R. Pedersen, Esq. Valentine’s Day is a reminder to care for the people we love most, and for many families, that includes protecting their financial future. Many couples rely on a simple will that leaves everything to a spouse, and then to children. While this type of plan is easy to understand and…

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Estate Planning

When New Year’s Resolutions Fade, Smart Estate Planning Lasts
ByLaw Stein Anderson, LLP January 6, 2026January 20, 2026

Each new year brings renewed intentions and an opportunity to think more carefully about the future. Thoughtful estate planning plays a key role in providing lasting security and clarity for your loved ones. At a Glance Most New Year’s resolutions fizzle by February. Studies show that while roughly 45 percent of adults make New Year’s…

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Аttorneys | Estate Planning | Tax Planning

Year-End Gifting and the Annual Gift Tax Exclusion
ByLaw Stein Anderson, LLP December 23, 2025March 24, 2026

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…

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Аttorneys | Estate Planning | Tax Planning

Year-End Tax Planning: Important Tax Savings Before December 31
ByLaw Stein Anderson, LLP December 22, 2025March 24, 2026

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…

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Estate Planning

Estate Plans Age Too: When to Update Your Estate Plan
ByLaw Stein Anderson, LLP November 10, 2025November 10, 2025

Creating an estate plan is one of the most important steps you can take to protect your loved ones and your legacy. But even the best plan can become outdated over time. Estate plans need regular updates to stay aligned with your life, relationships, and financial circumstances. If your estate plan hasn’t been reviewed in several years,…

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Estate Planning

Estate Planning for New Parents: The Peace of Mind Every Family Deserves
ByLaw Stein Anderson, LLP October 15, 2025November 10, 2025

Bringing a new baby home changes everything. Between sleepless nights and diaper runs, estate planning may be the last thing on your mind, but it’s one of the most important ways to protect your child’s future. Creating an estate plan after having a baby ensures that your child is cared for and financially secure no matter what…

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