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Home » Probate » On a personal note … are you ready?

On a personal note … are you ready?

January 6, 2016Probate

I lost my beloved father last week. With him my family lost a piece of our collective heart and soul. Relatively young and healthy, my father’s vicious illness was as swift as it was unexpected. A little over three weeks ago, my father returned from a short vacation with flu-like symptoms and a few days later checked into the hospital. So powerful was this disease that we almost lost my father twice in the first week after his diagnosis. Two weeks after his admission to the hospital, my father was gone. Despite my pain, I was more fortunate than most because at least I was able to say goodbye.

During his final weeks, our family struggled to cope with numerous issues including simply understanding his disease and helping him manage a course of treatment. Despite having a brother in the pharmaceutical business, we toiled to understand the complex medical vernacular and on more than one occasion, finished a doctor consultation only to realize that we were still no closer to understanding the challenges my father was facing. My father and all those around experienced the many of the stages of grieving. For those who have not been this close to such a loss, making decisions in this emotional pressure-cooker was incredibly draining.

After his passing, we were faced with another level of challenges that ranged from managing the details of his memorial to dealing with the grief and surprise of others who surrounded our lives. And it was only when the memorial was over that you begin to realize the incredible void left in his wake. Suddenly we were left to assist my mother with everything from the mundane (changing light bulbs) to the more immediate (how to manage on-line banking). Since those days, we have slowly coped and come to realize that these problems can be solved and life will go on. Knowing that my father had organized his affairs gave his family—especially my mother—great comfort during the most challenging period of her life.

I did not prepare my parents estate plan because of the obvious conflict of interest but also because my parents live in a state where I am not licensed to practice law. Until shortly before my father’s death, I never reviewed my parents’ estate plan although I had discussed its general components. As many children, I struggled with the mixed emotions of whether or not to more forcefully interject myself into the situation. Near the end, I was blessed to share with my parents their concerns and fears as to whether or not their affairs were in sufficient order. During our time of need, they discovered that their estate planning attorney had retired and was no longer available. Fortunately, with my professional experience and the assistance of a local friend, we were able to manage the process. In the end, my father’s affairs were in excellent shape, we will avoid the probate process and we were all grateful about my father’s forethought and consideration. Every week I see families that are not as fortunate or prepared as we were for this sad inevitability.

For most of us, we know not our ultimate fate; life is as short as it is sweet and the sands of time can slip through our fingers in an instant. Are you ready?

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Scott Schomer, Estate Planning Attorney
Scott Schomer, Estate Planning Attorney
A graduate of Boston University School of Law, Scott P. Schomer is a frequent lecturer on estate planning and elder law issues, having discussed these important issues on local and national television. A seasoned courtroom advocate, Scott has obtained combined judgments and verdicts in excess of twenty-five million dollars for his clients. Scott has served as a member of the Los Angeles Superior Court Probate Volunteer Panel (PVP Attorney), Probate Settlement Panel and a Judge Pro Tempore. Scott's expertise has been recognized by his peers with such accolades as a life-time membership in the Multi-Million Dollar Advocates Forum, the Five Star Wealth Manager designation, and repeated nominations as California Super Lawyer.
Scott Schomer, Estate Planning Attorney
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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.

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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.

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

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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.

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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.

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