Winstead Law Group, APC

Winstead Law Group, APC Wills, Trusts & Child Guardianship Planning Services We do not believe that effective client representation can be provided by “cookie cutter” planning.

Winstead Law Group, APC practices exclusively in the areas of tax, asset protection, and estate planning which are individually tailored to each client’s unique needs. Priding ourselves on client service, it is our goal to effectively communicate with our clients and provide quality legal representation at up front and reasonable rates. Therefore, every client is provided with the personal attenti

on and individualized services they deserve. Also, as tax and estate planning frequently involve complicated and personal matters, when appropriate, we encourage our clients to involve their family in the estate planning process. We have offices in Orange and San Diego Counties and service clients throughout California. As many of our clients have hectic schedules or are unable to drive long distances, we are willing to meet with you at your home or office and outside of standard office hours at no additional charge. Please feel free to contact us should you desire further information about our firm or should you wish to schedule a complimentary consultation. We look forward to meeting you. Respectfully,
Stephanie D. Winstead, Esq.

These are good slides and address some common misconceptions. Scroll through them to learn what Wills and Trusts do, and...
02/03/2026

These are good slides and address some common misconceptions. Scroll through them to learn what Wills and Trusts do, and don't do.

Reach out to us should you have any questions.

Our very own Stephanie Winstead, Esq. is being honored at the Women Who Mean Business Luncheon! Attend the luncheon to l...
09/26/2025

Our very own Stephanie Winstead, Esq. is being honored at the Women Who Mean Business Luncheon! Attend the luncheon to learn why.

DATE: Wednesday, October 22, 2025
TIME: 11:30 am - 1:30 pm
LOCATION: Waldorf Astoria Monarch Beach Resort
ADDRESS: One Monarch Beach Resort, Dana Point, CA

Winstead Law Group, APC gladly supports our local schools! More to come!
09/23/2025

Winstead Law Group, APC gladly supports our local schools! More to come!

📢 The federal estate tax exemption amount has been raised to $15 million per person! 📢This is one estate planning attor...
07/21/2025

📢 The federal estate tax exemption amount has been raised to $15 million per person! 📢

This is one estate planning attorney who is thankful that there is finally certainty in the tax law, because it's hard to plan when faced with a moving target.

How does the OBBBA affect your estate plan? It probably doesn't, but this is a good opportunity to confirm this with your estate planning attorney as everyone's situation is unique.

On July 4, 2025, in addition to celebrating American independence, President Trump signed into law what is commonly referred to, unofficially, as the One Big Beautiful Bill Act (the Act), which extends and solidifies many provisions of the 2017 Tax Cuts and Jobs Act (TCJA, originally enacted by Pres...

This is another example of why it's crucial to name to right person as Successor Trustee of your trust. https://www.cnbc...
06/19/2025

This is another example of why it's crucial to name to right person as Successor Trustee of your trust.

https://www.cnbc.com/2025/06/13/jimmy-buffett-estate-family-trusts.html

People tend to focus on what their trust says, rather than how it will work when they are no longer around. That's a big mistake.

The late singer's widow, Jane, and the co-trustee of the estate, Richard Mozenter, have filed lawsuits against one another.

ADVICE FROM A LEGEND: WARREN BUFFET'S TAKE ON ESTATE PLANNING The benefits of regularly reviewing your Will and Trust an...
01/04/2025

ADVICE FROM A LEGEND: WARREN BUFFET'S TAKE ON ESTATE PLANNING

The benefits of regularly reviewing your Will and Trust and discussing it openly with your family and those named in it.

1) Foster Understanding And Clarity
2) Enable Better Planning For Loved Ones
3) Avoid Delays And Disputes
4) Honor Specific Wishes
5) Educate And Empower The Next Generation
6) Turning Anxiety Into A Celebration Of Life

Open conversations about estate planning can transform what might otherwise be an uncomfortable or contentious topic into a chance to celebrate your legacy and align your family’s future. By embracing transparency, you can create an environment of trust and understanding, ensuring your final wishes are carried out smoothly.

https://www.forbes.com/sites/andrewrosen/2025/01/02/advice-from-a-legend-warren-buffetts-take-on-estate-planning/

🍂🦃🍁Wishing you and your loved ones a blessed Thanksgiving! Winstead Law Group, APC🍁🦃🍂
11/28/2024

🍂🦃🍁
Wishing you and your loved ones a blessed Thanksgiving!
Winstead Law Group, APC
🍁🦃🍂

10/21/2024

National Estate Planning Awareness Week is a reminder that time is precious and planning for the future is essential. Your estate plan is a communication tool letting your loved ones know your wishes in the event of your incapacity and death.

Having a solid plan in place provides peace of mind and helps provide guidance in the event of the incapacity or loss of a loved one.

Contact Winstead Law Group, APC at (949) 639-9606 to speak with an attorney about preparing or updating your estate plan now!

On this Father's Day, we honor all the hardworking and supportive fathers who have gone above and beyond to provide for ...
06/16/2024

On this Father's Day, we honor all the hardworking and supportive fathers who have gone above and beyond to provide for their families and be positive role models.

Address

28202 Cabot Road, Ste 300
Laguna Niguel, CA
92677

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Telephone

+19496399606

Website

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