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...
by David R. Schneider | Apr 1, 2024 | News & Updates
The Looming Consequences: Letting a Trust Go Stale and Its Effects on Errors and Changes Trusts are powerful instruments that individuals and families use to manage assets, plan for the future, and ensure a smooth transition of property. However, like any well-oiled...
by David R. Schneider | Mar 1, 2024 | News & Updates
What is Probate – Why Do You Need More Than a Will, or TOD Deed? The word ‘Probate’ is most often used by lay persons meaning the process of dealing with a deceased person’s estate. Probate is a practice of law, similar to personal injury or criminal law; it...
by David R. Schneider | Feb 1, 2024 | News & Updates
What is a Nomination of Guardian? A nomination of guardian is used when you have children under the age of 18 to name persons whom you nominate before the probate court to take care and custody of your minor child/children and someone you would nominate to take care...
by David R. Schneider | Jan 1, 2024 | News & Updates
What is to be Titled in the Name of Your Trust What should I title in my trust? When should I title an asset in my trust? Do I need to title my bank account in the name of my trust? Do I need to title all of my accounts in the name of my trust? What about my cars?...
by David R. Schneider | Dec 1, 2023 | News & Updates
This month’s blog is a culmination of some common estate planning FAQs I have experienced. In no particular order; Is it difficult to operate a Trust? “Operating your trust is no different from going through daily life, with the added benefit that trusts avoid...