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Protect Your Assets by Planning Your Estate

Are you in need of Orange County estate planning services? Our team of experienced attorneys is here to assist you. A comprehensive estate plan is vital for safeguarding your family, business, and personal interests. California inheritance laws are complicated. Therefore, having a qualified estate planning attorney by your side is essential.

Law Stein Anderson’s estate planning attorneys are dedicated to protecting your assets. We offer tailored guidance and recommendations on various strategies, including insurance policies and trusts, designed to preserve and grow your family’s wealth. By enlisting the assistance of our skilled professionals, you can enjoy the peace of mind that comes with knowing your loved ones will be well provided for. Contact us today to ensure a secure future for your family.

The Three Goals of Estate Planning in Orange County

  1. Put your family’s game plan in writing. A properly drafted will and trust direct how your assets are handled at your death. You also get to choose who oversees that process. Otherwise, California law will determine how your estate is handled.
  2. Avoid probate. Probate is a court proceeding that is both expensive and time-consuming. Probate takes about two years to complete. Our firm has an online probate fee calculator that can show you how expensive it is. For example, probating a million-dollar house in California costs about $46,000.
  3. Save on taxes. There are many taxes to avoid at death. Such taxes include income tax, estate tax, and property tax reassessments. A good estate plan minimizes taxes.

At Which Age Should I Start the Estate Planning Process?

At Law Stein Anderson, we firmly believe in the importance of proactive estate planning, regardless of age. Asset protection should be a priority from the moment one begins accumulating wealth and acquiring property. For some, this may start as early as 30. Our estate planning services encompass the creation of essential documents such as last wills and trusts. We guide clients of all ages and stages of life through the estate planning process and ensure that their hard-earned assets are protected and passed on as they wish.

Estate Planning Attorney Orange County CA

Tasks involved in estate planning include:

  • Creating a will or living trust
  • Naming an executor
  • Establishing guardians for dependents
  • Setting up power of attorney
  • Creating a healthcare directive
  • Naming beneficiaries

Read our latest articles on estate planning:

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 the 2010s on the back of increased digital clutter, climate anxiety, and economic strain, minimalism promises clarity and order based…

Continue Reading Minimalism May Be Great for Your Stuff, but Not for Your Estate Plan

California Estate Planning Update: Proposition 19 Adjustments and 2025 Tax Law Changes

In our recent newsletter, Nate Loftin, Esq. highlights Proposition 19 Adjustments and 2025 tax law changes that may impact your California estate plan. Sign up for our newsletter at the link below to stay informed of the latest policy shifts. Proposition 19: Adjusted Exclusion Amount The California State Board of Equalization announced a 2.15% increase…

Continue Reading California Estate Planning Update: Proposition 19 Adjustments and 2025 Tax Law Changes