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...
by David R. Schneider | Sep 23, 2024 | News & Updates
Calling All Business Owners, Calling All Landlords:Filing a Beneficial Ownership Information Form – Do You Have a Legal Obligation to Do So?! In today’s financial landscape, compliance with regulatory requirements is not just a matter of best practices—it is a legal...
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...
