Category: Estate Planning

When a person dies with a will in place and no trust, an executor is named as the responsible individual for winding down the decedent's affairs. In situations in which a will has not been prepared, and there is no trust, the probate court will appoint an administrator. Whether you have been named as...

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...

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...

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...

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...

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...

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...

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...

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,...

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...