by David R. Schneider | Mar 1, 2025 | News & Updates
Navigating Estate Planning in Blended Families: Unique Challenges and Solutions Blended families are increasingly common in today’s society, bringing together children from previous relationships and creating new familial bonds. While this diversity enriches...
by David R. Schneider | Feb 1, 2025 | News & Updates
Estate planning can be a complex subject, and many people have questions about how to effectively use a revocable living trust (RLT) as part of their strategy. Here, we’ll address some of the most frequently asked questions to help clarify this important topic. ...
by David R. Schneider | Jan 1, 2025 | News & Updates
As the new year begins, many of us find ourselves reflecting on our accomplishments, lamenting some of the things we did not start or finish, setting new goals, and preparing for the future. One crucial aspect of new-year planning that often gets overlooked is...
by David R. Schneider | Dec 1, 2024 | News & Updates
I know… this is just what the family wanted—to talk about estate planning when we are gathered to celebrate so much more. Family gatherings are filled with laughter, stories, and cherished memories. However, they can also serve as a crucial backdrop for...
by David R. Schneider | Nov 1, 2024 | News & Updates
Recently something unique crossed my desk – property held in the name of a trust, had to go through a probate proceeding. Now, anyone who has heard me speak or read anything I have ever written on this topic knows that I advocate for titling your property in the name...
by David R. Schneider | Oct 1, 2024 | News & Updates
Trusts are intricate legal instruments designed to safeguard assets, provide for beneficiaries, and manage estates efficiently. Among the various types of trusts, the Credit Shelter Trust, informally known as the AB Trust, was the standout tool for married couples to...
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