Category: Estate Planning

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, cash,...

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...

By Roy Schneider, Esq.

The law allows a person preparing a will or trust to have almost complete control over his or her assets after the testator or settlor passes on, but there are limits to such power. A person can restrict a property from being sold, or make sure that it is...

By Roy Schneider, Esq.

Many people are confused by advance directives. They are unsure what type of directives are out there, and whether they even need directives at all, especially if they are young. There are a couple types of advance directives which you should consider having prepared. One...

By Roy Schneider, Esq.  

The loss of a loved one is a difficult time, often made more stressful when one has to handle the affairs of the deceased. This may be a great undertaking or rather minimal work, depending upon the level of estate planning done prior...

By Roy Schneider, Esq.

When creating a trust, it is common practice that the person doing the estate planning will name themselves as trustee and will appoint a successor trustee to handle matters once they pass on.  If you have been named successor trustee for a person that has...