Some businesses could not pull through the increased expenses inflation has brought on over the past few years unscathed. Due to this, companies have put employees out of work or laid off employees to reduce costs. If you are dealing with the stress of recent unemployment, remember you are not alone. You can use this…
We often see books slipping through the cracks of estate plans. The majority of books have little or no market value, so it’s no surprise that they are often discarded or given to charity. However, some old book collections could be housing a hidden treasure due to a book’s rarity or what the owner has…
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…
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…
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…
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…
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…
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…