Presentations

California Special Needs Trusts: What You Need to Know from Scott Schomer Special needs is a broad term that includes healthcare services, as well as, [Read more…]

Medi-cal Spend Down: How to Become Eligible for Medi-cal in California from Scott Schomer The purpose of Medi-Cal is to provide medical care assistance to [Read more…]

Avoiding Federal Estate Taxes from Scott Schomer A living trust does not save on taxes because you retain the ability to amend or revoke the [Read more…]

Is Conservatorship Right for Your Loved One? from Schomer Estate & Wealth Advisors When a loved one has become incapacitated in some way, it may [Read more…]

IRAS and Retirement Planning from Scott Schomer A traditional IRA is funded with what is referred to as “pre-tax” dollars. That simply means that you [Read more…]

All You Need to Know About A Durable Power of Attorney from Scott Schomer When you create a general power of attorney, you are providing [Read more…]

How Intestate Succession Works in California from Schomer Estate & Wealth Advisors When a person dies without a will, there are specific laws in each [Read more…]

Living Wills: A Primer from Scott Schomer Living wills include legal documents such as Do Not Resuscitate orders or DNRs. Here is what you should [Read more…]

Not Everyone Can Make A Will from Scott Schomer In most states it is presumed that the testator has the necessary mental capacity to make [Read more…]

What You Need to Know About Online DIY Wills from Scott Schomer There are a few limited situations where a do-it-yourself will may be sufficient [Read more…]