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...
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...