Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. Administering an estate or trust after someone passes away can be a complicated process. Between identifying assets, managing financial responsibilities, communicating with beneficiaries, and carrying out the terms of an estate plan,…
Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. Choosing someone to care for your children may be one of the most personal decisions a parent makes as part of an estate plan. It can be natural to start by thinking…
Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. Estate planning is often associated with older age, accumulated wealth, or a distant stage of life. For new parents, however, the arrival of a child may be one of the most important reasons to…
Welcome to Hot Take Thursday, our weekly series where we ask attorneys at Law Stein Anderson to weigh in on timely legal questions. The Great Wealth Transfer is often discussed in terms of numbers: how much money will change hands, which generations will receive it, and what the transfer could mean for families and the economy. But…
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 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 Erin M. Beranek, Esq. California lottery winners face unique estate planning risks, including probate exposure, public disclosure, community property complications, and significant tax liability. Sudden wealth can also create family tension, creditor vulnerability, and long-term management challenges. Proactive planning using trusts, structured ownership, generational subtrusts, and coordinated tax strategies helps protect privacy, preserve wealth,…