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Estate Planning

Now That Mid-Terms Are Over, Let’s Talk Taxes

January 3, 2023Estate Planning, Legal Education

As inflation continues to rise, more and more individuals seek ways to stretch their dollar further. One of the many factors to consider is their overall tax burden. Sometimes, simply moving to another state, if otherwise feasible, can make a significant impact on an individual’s bottom line. Wonder how your state measures up? Read on to learn more. Watch our YouTube video on this topic HERE. … [Read more...] about Now That Mid-Terms Are Over, Let’s Talk Taxes

Estate Planning for Couples Without Children

December 10, 2022Estate Planning

Los Angeles estate planning attorneys

Estate planning too often focuses on couples with children who wish to decide how and when to pass down an inheritance to future generations. Consequently, couples without children often believe that estate planning is not equally important for them. To correct this common misconception, the Los Angeles estate planning attorneys at Schomer Law Group, APC discuss estate planning for couples without children. Childlessness in America Data published from numerous studies, including one by the … [Read more...] about Estate Planning for Couples Without Children

Common Mistakes in Estate Planning – Part V

December 5, 2022Estate Planning, Legal Education

Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, Health Insurance Portability and Accountability Act Authorization Act and think that those documents alone constitute a complete Estate Plan that will protect their family. While the documents themselves represent a solid beginning, the documents don’t cover every asset or concern. A qualified Estate Planning attorney will consider all and provide advice regarding … [Read more...] about Common Mistakes in Estate Planning – Part V

Planning for the International Client

December 5, 2022Estate Planning, Legal Education

As the world shrinks due to increased mobility and interconnectedness, estate planning has become more complex. Now estate planning requires understanding issues that arise when a client owns assets in another country or resides in the U.S. but lacks citizen status. Things change for clients who neither reside in the U.S., nor have U.S. citizenship, but who own U.S. property. Read on to learn more. … [Read more...] about Planning for the International Client

Refresh and Reset: Syncing up in San Diego

December 5, 2022Estate Planning, Legal Education, income taxation

The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to inspire excellence in its Members. Read on to learn more about the unique experience at the Fall Summit 2022 Conference. Read on to learn more. … [Read more...] about Refresh and Reset: Syncing up in San Diego

Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount

December 5, 2022Estate Planning, Legal Education

The holidays are a great time to review the past year and make plans for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take to help you achieve your goals. One of the easiest, but most overlooked, ways to do some quick planning is to take advantage of the annual per donee exclusion amount which can have a tremendous impact on reducing the estate without use of the applicable exclusion amount. Read on to learn more. … [Read more...] about Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount

Segundas Nupcias y Su Plan de Sucesión

December 4, 2022Estate Planning

Abogados de planificación patrimonial de Los Ángeles

Si está casado, un enfoque importante de su plan patrimonial es probablemente garantizar que su cónyuge esté protegido financieramente en caso de su muerte. Si tienen hijos juntos, es probable que planifiquen que sus activos patrimoniales combinados se transmitan a sus hijos después de que ambos se hayan ido. ¿Qué sucede, sin embargo, si mueres a una edad relativamente joven y tu cónyuge se vuelve a casar? ¿Los activos que destinó a sus hijos estarán seguros? Los abogados de planificación … [Read more...] about Segundas Nupcias y Su Plan de Sucesión

Remarriage and Your Estate Plan

November 30, 2022Estate Planning

Los Angeles estate planning attorneys

If you are married, an important focus of your estate plan is likely ensuring that your spouse is financially protected in the event of your death. If you have children together, you likely plan for your combined estate assets to be passed down to your children after you are both gone. What happens, however, if you die at a relatively young age and your spouse remarries? Will the assets you intended for your children be safe? The Los Angeles estate planning attorneys at Schomer Law Group, APC … [Read more...] about Remarriage and Your Estate Plan

Do I Need an Advance Directive?

November 26, 2022Estate Planning

Los Angeles estate planning attorneys

Your estate plan should protect you and your assets while you are alive as well as arrange for how those assets are distributed after you are gone. Making sure that your wishes are honored regarding healthcare decisions that may need to be made in the future is one way your estate plan can help protect you. Toward that end, the Los Angeles estate planning attorneys at Schomer Law Group, APC explain why you should consider adding an advance directive to your estate plan. What Is an Advance … [Read more...] about Do I Need an Advance Directive?

Types of Joint Ownership in California

November 2, 2022Estate Planning

Los Angeles estate planning attorneys

At some point, you may decide to co-own property with a spouse, adult child, business partner, or someone else.  If so, it is crucial that you title the property correctly because the way in which jointly owned property is titled will impact several important areas of your life. To elaborate, the Los Angeles estate planning attorneys at Schomer Law Group, APC explain the different types of joint ownership in California. Co-Owning Property in California State law governs joint … [Read more...] about Types of Joint Ownership in California

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Testimonials

Client Review
July 29, 2020
    

We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

Frank & Jutta R
Client Review
July 29, 2020
    

Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

Paula M.
Client Review
July 29, 2020
    

We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

Phillip G.
Client Review
July 29, 2020
    

When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
Client Review
July 29, 2020
    

We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
Client Review
July 29, 2020
    

We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
Client Review
July 29, 2020
    

Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
Client Review
July 29, 2020
    

Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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