Estate Planning

Estate PlanningA thorough and complete estate plan must take into account a significant amount of information about your assets, your family, your property, and your wishes during and after your life.

When you make your first appointment with an estate planning attorney at  Schneiders & Associates, L.L.P., we will ask you complete an Estate Planning Questionnaire: download Questionnaire.

A well-considered estate plan can:

  • Provide for Incapacity
  • Avoid Probate
  • Provide for your minor children
  • Eliminate or Reduce Potential Estate Taxes
  • Provide Asset Protection
  • Provide Charitable Bequests
  • Business Succession Planning
  • Provide for Non-Traditional Families

We can assist you in drafting and finalizing Estate Planning Instruments, such as:

  • Last Will and Testament
  • Living Trust
  • Durable Power of Attorney for Management of Property and Personal Affairs
  • Advance Health Care Directives
  • Retirement and Pension Plans: Beneficiary Designations
  • Gun Trust
  • Pet Trust
  • “Funding” the Trust with Real Estate Deed Transfers

Our firm regularly assists families with sophisticated Advanced Estate Planning techniques, including:

  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Irrevocable Life Insurance Trust
  • Charitable Split-Interest Gifts (CRT/CLT)
  • Non-Charitable Split Interest Gifts (QPRT/GRAT/GRUT)
  • Dynasty Trust
  • Self-Canceling Installment Note (SCIN)
  • Intentionally-Defective Grantor Trust (IDGT)
  • Private Annuity

The estate planning attorneys at Schneiders & Associates, L.L.P. have the expertise and experience to assist any family situation in devising and implementing the most suitable plan. Please download an Estate Planning Questionnaire or contact our office and ask for an Estate Planning Questionnaire for you to complete. Once completed, you are invited to make a no-charge consultation with one of our knowledgeable estate planning attorneys to go over the Questionnaire and advise you of the best plan for you and an estimate of the cost.

Whether you are contemplating your estate plan or would like to make amendments to your existing estate planning instruments, contact the estate planning attorneys at Schneiders & Associates, L.L.P. for assistance.

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