June’s Newsletter Discusses the 2024 Revenue Proposals
The Biden administration has released a proposed budget for fiscal year 2024, calling for an increase in federal spending and a series of counterbalancing revenue raisers. “General Explanations of the Administration’s FY2024 Revenue Proposals,” also…
The Importance of Properly Protecting Your Etsy Store
Etsy is an online marketplace established in 2005. Since its early days, it has become one of the most extensive commerce companies globally. While Etsy sellers span worldwide, most sellers are American. For this reason,…
Questions & Answers With a Probate Litigator
Probate refers to the legal process of administering the estate of a deceased person. Probate litigators are attorneys specializing in legal disputes regarding probate matters. In this Q&A, our probate litigator, Matthew Stein, Esq. will…
Advanced Estate Planning
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…
Did You Know of the Corporate Transparency Act?
The Corporate Transparency Act, or the CTA, enhances corporate transparency to combat money-laundering, terrorism, tax evasion, and other financial crimes. It does so by setting up a national database that identifies the humans behind the…
The Pitfalls of DIY Probate
The state of California determines probate attorney fee commissions based on the estate’s total value. The state of California determines probate attorney fee commissions based on the estate’s total value. For estates valued over $150,000,…
The Death of Raquel Welch – What Is Her Estate Plan?
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…
Revisit Your Estate Plan After Home Remodeling Projects
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…
What to Bring to A Meeting With Your Estate Planning Attorney
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…
Estate Plan Etiquette + Probate Rules to Know
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…
The U.S. Supreme Court Will Soon Hear Arguments in the Case of Tyler v. Hennepin County
The U.S. Supreme Court will soon hear arguments in the case of Tyler v. Hennepin County. In this case, Geraldine Tyler lost her condo in Minneapolis, Minnesota, after neglecting to pay $15,000 worth of property…
Apple’s Tax Agreement With Cupertino Has Fallen Under California Tax Authority’s Scrutiny
The California Department of Tax and Fee Administration (CDTFA) launched an audit in 2021 investigating an arrangement between Apple and the city of Cupertino. The arrangement began in 1998 using a 1950s law that looks…
Garn-St Germain Act Exceptions
The Garn-St Germain Act was passed in 1982 and signed into law by President Ronald Reagan. The act was implemented to help the loan industry, which was struggling with inflation and high interest rates. It…
Including a Limited Liability Company in Your Estate Plan
A limited liability company (LLC) can own some of your bank accounts and property. For this reason, including a limited liability company in your estate plan can be a great tool. Doing so can protect…