Protect Your Assets by Planning Your Estate
Looking for an estate planning attorney Orange County, CA, residents rely on? Our expert attorneys are here to help. Composing an estate plan is crucial to protecting your family, business, and yourself. California inheritance laws are complicated. Therefore, planning your estate should always be done with an expert estate planning attorney.
Our estate planning attorneys will help you protect your assets. We can suggest and advise on various insurance policies and trusts to preserve you and your family’s wealth. For this reason, hiring a Law Stein Anderson estate planning attorney means peace of mind that your loved ones will be taken care of.
Some of the tasks involved in estate planning include:
- Creating a will or living trust
- Naming an executor of the estate
- Establishing guardians for dependents
- Setting up durable power of attorney for financial and medical decisions
- Creating a healthcare directive
- Naming of beneficiaries on insurance policies
How an Estate Planning Attorney in Orange County CA Helps Protect Your Family
When we draft your estate plan, you can rest assured that your family will avoid a prolonged probate process. Moreover, when you have a Law Stein Anderson attorney on your team, settling an estate no longer becomes a confusing or drawn-out process.
Unfortunately, disputes about your estate may arise after your death, even with an estate plan intact. However, a Law Stein Anderson estate planning attorney will help your family navigate disputes. We strive hard to accurately reflect your wishes in your estate plan and execute them according to your instructions. Furthermore, we can review your plan periodically. This review makes certain that it adheres to all current California laws and that no legal issues emerge for your family.
Our goal is to develop an approach which best serves our clients’ needs in a cost-effective manner, including minimizing state and federal tax burdens to assure that assets pass to the intended beneficiaries. In addition, we provide you with the guidance necessary to ensure that all of your documents are properly prepared.
Whether you are looking for a will, power of attorney, or health care proxy, or require more sophisticated planning involving the use of living trusts, we are here to advise, plan, and help you realize your personal and financial goals.
Read our latest articles on estate planning:
How Often Should You Review Your Trust?
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…
Shauna Anderson Reflects on Helping Families Navigate Life After Loss on <em>Lawyers Who Care</em>
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…
A Clear Will Forward: Bryan Johnson Brings Estate Planning to Seniors
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…
Continue Reading A Clear Will Forward: Bryan Johnson Brings Estate Planning to Seniors
Partner Christine Allen Advances Conversation on Women’s Financial Empowerment at She Builds Capital
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…