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…
What to Bring to A Meeting With Your Probate Attorney
If you’ve scheduled a meeting with your probate attorney, you’ve taken the first step in navigating the challenging and confusing probate process. Your probate attorney will assist you with court filings, mediate and resolve conflicts…
A Detailed Look at Los Angeles’ New Mansion Tax, and Potential Ways to Avoid It if It Comes to Your City
Los Angeles is known for being one of the most affluent areas in the country, but more recently, it has also struggled with its high rate of homelessness. To address concerns surrounding housing affordability and…
Matthew Stein Awarded Provisors Group Leader of the Year
Law Stein Anderson is proud to announce that our very own Matthew Stein has won the ProVisors Group Leader of the Year Award. ProVisors is the premier national networking organization exclusively for trusted advisors. It…
The Balancing Act of Estate Planning
Estate planning requires a balancing act of providing the greatest benefits to loved ones while saving on income and estate taxes and safeguarding savings from beneficiaries’ creditors. This balance requires careful consideration alongside proper legal…