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…
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…
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 But even the best plan can become outdated over time.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,…
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…
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.)…