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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...
The Looming Consequences: Letting a Trust Go Stale

The Looming Consequences: Letting a Trust Go Stale

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...
Navigating Probate: Understanding its Importance Beyond Wills and TOD Deeds

Navigating Probate: Understanding its Importance Beyond Wills and TOD Deeds

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...
Understanding Nomination of Guardian: A Key Aspect of Estate Planning

Understanding Nomination of Guardian: A Key Aspect of Estate Planning

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...
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Recent Posts

  • Choosing Between Wills vs. Trusts: Which Is Right for Your Estate Plan?
  • The Future of Probate Filings in California: Key Projections and Trends
  • Beware the New Face of Scams
  • Estate Planning for Blended Families: Overcoming Unique Challenges
  • Estate Planning with a Revocable Living Trust: FAQs

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