When New Year’s Resolutions Fade, Smart Estate Planning Lasts
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…
Year-End Gifting and the Annual Gift Tax Exclusion
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…
Year-End Tax Planning: Important Tax Savings Before December 31
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…
Closing a Seven-Year Interstate Trust Dispute
After years of litigation across multiple states, Law Stein Anderson (LSA) favorably settled a dispute involving a multi-million-dollar trust.
Law Stein Anderson, LLP Wins First Place as 2025 Orange County Top Workplace
TUSTIN, Calif., Dec. 8, 2025 — Law Stein Anderson, LLP has been named a 2025 Orange County Top Workplace by The Orange County Register, earning First Place in the Small Business category (1–99 employees). Of the…
Law Stein Anderson Senior Associate Bryan K. Johnson Sworn in as Chair of OCBA Trust & Estates Section; Allison Gordon Appointed to Executive Board
NEWPORT BEACH, Calif., Dec. 8, 2025 — Law Stein Anderson, LLP proudly announces two significant leadership appointments within the Orange County Bar Association (OCBA) Trust & Estates Section. Bryan K. Johnson, Esq. was sworn in…
Estate Plans Age Too: When to Update Your Estate Plan
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 But even the best plan can become outdated over time.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…
Estate Planning for New Parents: The Peace of Mind Every Family Deserves
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…
California Estate Planning: Why Separate Property Planning Matters
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,…
Beyond Estate Planning: Protecting Clients in Negligence and Premises Liability Cases
At Law Stein Anderson, we are known for our estate planning and trust administration work. But our practice extends far beyond that. For high-net-worth families, property owners, and business leaders, disputes can (and often do)…
What Celebrity Estates Teach Us About Planning Ahead
As summer comes to a close, many of us take time to reflect, regroup, and plan ahead. It’s also a good reminder that even the most famous figures face the same estate planning questions as…
Why Your Child’s Trust Should Grow with Them
From the moment a child is born, parents feel the pull to protect and provide. We babyproof the house, choose schools carefully, offer guidance through the teenage years, cheer them on through college or career…
Scoop Up These Estate Planning Tips Before Summer Melts Away
As July melts away (faster than an ice cream cone in the sun), we’re squeezing in one last scoop of National Ice Cream Month, and sharing some food for thought on estate planning tips in…
Minimalism May Be Great for Your Stuff, but Not for Your Estate Plan
In a modern world marked by information overload, overflowing inboxes, nonstop notifications, and the constant pressure to accumulate more stuff, minimalism offers a compelling counternarrative. Born from the mid-twentieth century artistic rebellion and revived in…