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Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys

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Home » Resources » Published Book

Published Book

Schomer Law Group

Legacy Wealth Planning cover

Legacy Wealth Planning: Protecting Your Loved Ones From the Ravages of the Court System.

Co-Authored by Attorney:
Scott P. Schomer
with Robert Armstrong and Sanford M. Fisch

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Book Details


Most people are diligent about long-term financial positioning, but many of the same individuals completely ignore the subject of estate planning. This is a huge mistake, because a great deal can be lost if you do not craft your legacy properly. Of course, you won’t be around to see the results; your loved ones will have to accept the fallout.

Estate planning attorneys like Scott P. Schomer make sure that their clients take the right steps to facilitate postmortem asset transfers in the optimal manner. Each case is different, and the ideal estate plan will depend upon the circumstances. This is why personalized attention is key, and this is what clients can expect to receive when they work with the Schomer Law Group.

When you fully understand the consequences of inaction, you see why informed legacy planning is so very important. Attorney Schomer has written a book that spells out the different ways that your legacy can be ravaged if it is placed into the hands of the court system. This book breaks complicated legal concepts down into easily understandable terms, and it is getting stellar reviews.

Scott Schomer is a member of the American Academy of Estate Planning Attorneys. This is a highly respected organization that has been educating legal professional since 1993. The founders of the Academy, Robert Armstrong and Sanford Fisch, are co-authors of Legacy Wealth Planning: Protecting Your Loved Ones From the Ravages of the Court System.

If you were to pass away without any estate planning documents, the probate court would be called upon to determine how your assets should be distributed. After final debts are paid, the remainder would be passed on through the implementation of the intestate succession laws here in California.

There are several drawbacks that go along with this process. First and foremost, the way that the assets are distributed may not be consistent with your true wishes. Secondly, probate is time-consuming, and the heirs do not receive their inheritances until the estate has been closed by the court. Lastly, considerable expenses accumulate during probate, and these debits reduce the value of the estate.

You can avoid these pitfalls if you work with an estate planning attorney to devise the perfect legacy plan, and the details are elegantly explained in this book. Here are some of the highlights:

  • The limitations of traditional estate planning
  • Why a last will is usually not the right choice
  • A look at living trusts
  • The risks of joint tenancy
  • Inheritance list considerations
  • Incapacity plannin
  • Estate tax efficiency strategies

The act of transferring everything that you have earned throughout your life to the people that you love the most is a profound endeavor. You should certainly take the time to consider your legacy very carefully, and the insight that is contained in this book will provide a foundation.

You can fill in your information below to request your copy of Legacy Wealth Planning: Protecting Your Loved Ones From the Ravages of the Court System. If you would prefer to give us a call, we can be reached at 310-337-7696 or 562-252-0577.

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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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