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Evolving Responsibilities: Updating Trustees and Executors as Children Grow Older

Evolving Responsibilities: Updating Trustees and Executors as Children Grow Older

by David R. Schneider | Sep 1, 2024 | News & Updates

As life progresses, so do our responsibilities and priorities. In many past blogs and videos, I have discussed the importance of keeping trust relationships current. In estate planning, the individuals you originally entrusted with managing trusts and executing wills...
Navigating the Aftermath: How Divorce Impacts Estate Plans and Trusts

Navigating the Aftermath: How Divorce Impacts Estate Plans and Trusts

by David R. Schneider | Aug 1, 2024 | News & Updates

Divorce is a life-altering event that can have far-reaching implications across various aspects of one’s life, including financial and estate planning. As individuals navigate the emotional and logistical challenges of divorce, it’s crucial to understand the profound...
Essential Estate Planning for Young Married Couples

Essential Estate Planning for Young Married Couples

by David R. Schneider | Jul 1, 2024 | News & Updates

Securing Your Future Estate planning may not be the first thing on the minds of young married couples who are embarking on life’s journey together. However, creating a comprehensive estate plan early on is a proactive and responsible way to protect your assets, secure...
Navigating Estate Planning: Unique Considerations for Same-Sex Couples

Navigating Estate Planning: Unique Considerations for Same-Sex Couples

by David R. Schneider | Jun 1, 2024 | News & Updates

Estate planning is a crucial aspect of securing one’s legacy and ensuring the smooth transfer of assets. While the principles of estate planning apply universally, same-sex couples often face unique challenges and considerations that may not be as prevalent in...
So, You Have a Trust – Now What? A Guide to Funding Your Trust

So, You Have a Trust – Now What? A Guide to Funding Your Trust

by David R. Schneider | May 1, 2024 | News & Updates

In the realm of estate planning, trust creation stands as a powerful tool for securing and distributing assets according to your wishes. However, simply establishing a trust is not enough to guarantee its effectiveness. One crucial yet often overlooked step is...
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Recent Posts

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