By Desiree F. Rivera, Esq. Many people spend significant time creating an estate plan. They carefully choose trustees, identify beneficiaries, and make decisions about how assets should be managed and distributed. Once the documents are signed, however, they are often placed in a safe location and rarely reviewed again. Years later, clients are sometimes surprised to discover that their trust contains provisions…
Irvine, Calif. — When most people think about estate planning, they think about legal documents, trusts, and financial assets. But during a recent appearance on the Lawyers Who Care podcast, Law Stein Anderson LLP partner Shauna R. Anderson explained that her work is often much more personal than that. Hosted by Andrew Samalin, CFP®, the podcast highlights attorneys…
MISSION VIEJO, Calif. — April 23, 2026 — Bryan K. Johnson, Senior Associate at Law Stein Anderson, LLP, recently led an Estate Planning Fundamentals workshop for older adults at the Norman P. Murray Senior Center in Mission Viejo. The session comes at a time when older adults are often targeted by misleading financial tactics online, underscoring the need…
NEWPORT BEACH, Calif. — April 21, 2026 — Law Stein Anderson Partner Christine M. Allen, Esq. served as a featured panelist at She Builds Capital, a dynamic forum hosted by OC Forum that brought together leaders across industries for a candid conversation on building financial confidence and understanding today’s complex economy. Allen joined a distinguished panel of speakers, including Natasha Mata, Senior Vice President and Regional Bank Executive at…
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,…
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,…
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…
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…