Category Archives: Estate Planning

Beware of “Simple” Estate Plans

  • Feb 1 2017

“I just need a simple will.”  It’s a phrase estate planning attorneys hear practically every other day.   From the client’s perspective, there’s no reason to do anything complicated, especially if it might lead to higher legal fees.  Unfortunately, what may appear to be a “simple” estate is all too often rife with complications that, if not addressed during the planning process, can create a nightmare for you and your heirs at some point in...

Read More


Estate Planning and the New Trump Administration – What Does the Future Look Like?

  • Dec 21 2016

President-elect Donald Trump’s tax reform plan includes the elimination of federal transfer taxes. Although this move has been backed by many congressional Republicans, and some Democrats, as well as many in the general public, estate planners and tax advisors are preparing for the possible impact the proposed reform will have on estate planning. Estate planners are preparing for the possible consequences, even though there are still unanswered questions. For example, if the Trump plan...

Read More


The Revocable Living Trust

  • Oct 11 2016

By Roy Schneider, Esq. There are many benefits to a revocable living trust that are not available in a will.  An individual can choose to have one or a combination of both, and an attorney can best clarify the advantages of each.  If the person engaged in planning his or her estate wants to retain the ability to change or rescind the document, the living trust is probably the best option since it is...

Read More


Inheritance Laws Involving Legal Rights to Property After a Death

  • Sep 16 2016

By Roy Schneider, Esq. Inheritance laws involve legal rights to property after a death and such laws differ from state-to-state.   Heirs usually consist of close family members and exclude estranged relatives.  Depending on the wording of a will or trust, an individual can be intentionally, or even unintentionally, disinherited. In most cases, spouses may not be legally disinherited from his or her share of the community property and, even in some cases, from the...

Read More


Planning Your Estate- Episode 2: Trusts

  • Sep 2 2016

Attorney Roy Schneider speaks about Estate Planning and Trusts. Subscribe to our channel to keep seeing tips like these. Schneiders & Associates, LLP is a premier Ventura County law firm successfully counseling individual and business clients in matters relating to business transactions, business litigation, employment law, estate planning, real estate law, bankruptcy, homeowners associations, non-profit law, family law, intellectual property, land use and entitlements. www.rstlegal.com (805) 764-6370 300 E Esplanade Drive Suite 1980 Oxnard,...

Read More


Planning Your Estate- Episode 1: Durable Power of Attorney

  • Aug 30 2016

Here is a tip from Attorney Roy Schneider on Planning Your Estate. In this episode, Roy speaks about Durable Power of Attorney. Subscribe to our YouTube channel to keep seeing tips like these. Schneiders & Associates, LLP is a premier Ventura County law firm successfully counseling individual and business clients in matters relating to business transactions, business litigation, employment law, estate planning, real estate law, bankruptcy, homeowners associations, non-profit law, family law, intellectual property,...

Read More


Why Every Homeowner Should Consider A Living Trust

  • Jun 28 2016

By Roy Schneider, Esq. Congratulations! You are a homeowner. You achieved the American dream (or at least part of it) and now you own a piece of real estate in one of the most desirable parts of the United States – California. For a lot of people their house is their largest asset, and the value of this asset will only grow with time. Thus, if you bought your house 10-15 years ago, the...

Read More


When is a person unfit to make a will?

  • May 27 2016

By William Starr, Esq. Determining the mental capacity of an individual can be a tricky endeavor.  That is why experienced doctors, psychiatrists, and psychologists are necessary to diagnose and document a mental disorder.  However, in making a will or an estate, a different standard of mental capacity is used. Testamentary capacity refers to a person’s ability to understand and execute a will or estate plan. As a general rule, a person of ordinarily intelligence...

Read More


How to Calculate Estate Tax

  • Apr 22 2016

By Roy Schneider, Esq. In order to predict how much your estate will have to pay in taxes, you must first determine the value of the estate. To determine this, many assets might have to be appraised at fair market value. The estate includes all assets including real estate, cash, securities, stocks, bonds, business interests, loans receivable, furnishings, jewelry, and other valuables, such as intellectual property, including patents, trademarks and copyrights. Once your total...

Read More


Why You Should Consult Legal Counsel To Prepare Your Will or Trust

  • Feb 12 2016

By Roy Schneider, Esq. We admit some aspects of business communications, including banking and shopping are more efficient with the ease and convenience of the internet. With this being true, it may seem logical to some to turn to the internet when creating a legal document such as a Will or Trust. Certainly, there are several software applications, websites, and do-it yourself books advertising how easy and inexpensive it is. However, a Will or...

Read More


Contact Us

  • This field is for validation purposes and should be left unchanged.