by David R. Schneider | Sep 1, 2023 | News & Updates
Estate planning is akin to drafting the script of your legacy’s story. A pivotal chapter in this narrative involves the judicious use of trusts. Here, we’ll uncover the tools behind trusts, their pivotal role in securing one’s legacy and the other...
by David R. Schneider | Aug 1, 2023 | News & Updates
Estate planning is an essential process that involves making decisions about the distribution, and management of your assets and affairs both during your lifetime and after your death. It allows you to determine how and when your assets will be distributed among your...
by David R. Schneider | Jul 3, 2023 | News & Updates
If you have worked hard and accumulated significant assets, it is likely that you are enthusiastic to make sure that your assets, properties, and affairs are arranged to ensure their effective management during your incapacity or distribution upon your death. You do...
by David R. Schneider | Jun 1, 2023 | News & Updates
A special needs trust in California is a legal instrument drafted by attorneys to direct financial support and care for individuals with disabilities or special needs. The trust’s purpose is to ensure that the beneficiary can receive financial assistance without...
by David R. Schneider | May 2, 2023 | News & Updates
Deciding whether you should appoint co-trustees vs a single trustee to manage your trust should be taken seriously, and it is encouraged that you seek the guidance and counsel of an experienced estate planning attorney. A co-trustee arrangement requires appointing two...
by David R. Schneider | Apr 3, 2023 | News & Updates
Once your child turns 18, they are defined under the law as adults. Smart and conscientious professionals know that it is a misconception that you have to be old or rich to have an estate plan. Often, having an estate plan is part and parcel of accumulating wealth,...
