Show Me The Money, Accounting of Trust
The story always starts the same, “there was supposed to be money, but we don’t know what happened.” For a vast majority of inheritance disputes, compelling the trustee to provide the beneficiaries with an accounting…
What You Didn’t Know About Law Stein Anderson
We want to take a moment to thank you for trusting us as your legal counsel and share a few more details about our diverse practice areas. We know you have a choice and we…
Does Your Current Estate Plan Make Sense in Light of the Recent Changes to Tax Laws?
By R. Zebulon Law, Esq. LL.M., CPA & Christina M. Chan, Esq. On December 22, 2017, President Trump signed H.R. 1, the Tax Cuts and Jobs Act. Part of the law concerns the estate tax exemption…
Tax Cuts and Jobs Act of 2017
By R. Zebulon Law, Esq. LL.M., CPA This morning (December 22, 2017), President Trump signed H.R. 1, the Tax Cuts and Jobs Act. This is the most significant tax legislation in 30 years, and we…
New Deed Recording Tax
Dear friends, family and clients: We wanted to make you aware of a recent legislative change that will go into effect in the new year. The California State Senate passed the Building Homes and Jobs…
IRS Extends Portability Deadline
November 2017 Law Stein Anderson LLP wants to remind our clients, friends, and families that on June 26, 2017, the IRS issued Internal Revenue Bulletin 2017-26, which essentially extended the deadline to file certain estate…