Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. This week’s prompt: “The one decision I encourage clients to spend the most time thinking about is ____________.” Attorneys Erin M. Beranek, Nicholas P. Carrigan, David M. Huynh, Desiree F. Rivera, Pearl M. Walker,…
Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. This week’s prompt: “When estate planning, the biggest mistake families can make is ____________.” Attorneys Matthew Stein, Charlotte Flanigan, Katie Lindsey, Nate Loftin, Monique Nevarez, Desiree Rivera, Pearl Walker, and Christina Yee all shared their…
Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. This week’s prompt: “The true test of an estate plan isn’t when it’s signed, it’s when ________.” Attorneys Christine Allen, Charlotte Flanigan, Katie Lindsey, Nate Loftin, Desiree Rivera, Pearl Walker, and Christina Yee all shared their…
Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. This week’s question: “If a friend asked you, ‘Can I just use AI to write my will or trust?’ what would your answer be?” Attorneys Desiree, James, Monique, Allison, Erin, and Nate weighed in. With artificial intelligence…
Part of our Hot Take Thursday series, where the attorneys at Law Stein Anderson share their perspectives on timely questions, common misconceptions, and real-world legal issues. We recently asked the estate planning attorneys at Law Stein Anderson one simple question: What’s the biggest misconception people have about estate planning? While a few common themes emerged, the responses were surprisingly…
By Desiree F. Rivera, Esq. Many people spend significant time creating an estate plan. They carefully choose trustees, identify beneficiaries, and make decisions about how assets should be managed and distributed. Once the documents are signed, however, they are often placed in a safe location and rarely reviewed again. Years later, clients are sometimes surprised to discover that their trust contains provisions…
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 scheduled for 2026, proactive planning before December 31, 2025, can provide meaningful long-term benefits. Read below for an overview of key year-end planning opportunities and upcoming changes that…