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...
by David R. Schneider | May 2, 2023 | News & Updates
Deciding whether you should appoint co-trustees vs a single trustee to manage your trust should be taken seriously, and it is encouraged that you seek the guidance and counsel of an experienced estate planning attorney. A co-trustee arrangement requires appointing two...
by David R. Schneider | Apr 3, 2023 | News & Updates
Once your child turns 18, they are defined under the law as adults. Smart and conscientious professionals know that it is a misconception that you have to be old or rich to have an estate plan. Often, having an estate plan is part and parcel of accumulating wealth,...
by David R. Schneider | Mar 1, 2023 | News & Updates
Given the ever-increasing values of our properties, people are likely worth much more than they realize, and when measured against the very low statutory limits it is imperative to act now to set up an estate plan. Property values in California have gone up every...
by David R. Schneider | Feb 1, 2023 | News & Updates
Funding your trust is critical – the estate planning process consists of two steps; 1. Create the plan and express your wishes with respect to who gets what of your estate and who will assist in the management of that trust estate; and 2. Fund your trust whereby...
by David R. Schneider | Jan 3, 2023 | News & Updates
Friends and family have asked us repeatedly when a person or couple should start their estate plan. The short answer is always the same- right now! Of course, we hasten to add to minors and people just getting started with financial stability that the list of things...
