by David R. Schneider | Nov 1, 2023 | News & Updates
One of the questions that comes to me most often is “Who to choose as my Successor Trustee?” followed by “Should I choose Co-Trustees?” These, of course, are very important decisions. However, it is important to remember that revocable trust decisions made today may...
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...
