Schomer Law Group

Thank you, Southwest Gas Retirees! We were honored to be invited by one of our valued long-term clients to share important estate planning insights—and a delicious lunch—with the wonderful retirees at Southwest Gas. Did you know Schomer Law Group offers complimentary seminars for employee groups, organizations, faith-based institutions, and more? Empower your community or workplace with essential estate planning knowledge. Contact us today to schedule a seminar tailored just for you! #EstatePlanning #FinancialEducation #SchomerLawGroup #RetirementPlanning

?? Webinar Invitation: Planning for Those with Special Needs & Care Concerns ?? If you have a loved one with special needs, ensuring their future care is an important step that shouldn't be overlooked. Join us for an exclusive FREE webinar where we will walk you through the essential steps of estate planning for your special needs family members. Key Topics: ? How Special Needs Trusts Can Protect Benefits ? The Critical Role of a Licensed Professional Fiduciary ? Common Planning Mistakes to Avoid Event Details: ?? Date: Thursday, December 5th @ 10:00 am ?? Location: Online (https://lnkd.in/gQz4kkDT) Why Attend? Planning ahead ensures your loved one will have the care and support they need, even when you're no longer around. Don’t miss this opportunity to gain valuable insights from experts in special needs planning. ?? Register Today! #EstatePlanning #SpecialNeeds #Trusts #Webinar #FinancialPlanning #Caregiving #SpecialNeedsTrust #LicensedFiduciary #CareConcerns #SchomerLawGroup #ProtectYourLovedOnes

As summer fades and fall approaches, it's the ideal time to secure your family's future. Join our estate planning seminar for personalized guidance, led by expert Scott P. Schomer. Limited to just 10 attendees, this exclusive event offers tailored strategies to safeguard your legacy. Seminar Highlights: Understanding Trusts vs. Wills: Learn the key differences and decide which estate planning tool best suits your needs. Decoding Probate: Navigate probate, minimize costs, and streamline asset transfer with expert advice. Planning for Incapacity: Ensure your healthcare and financial decisions are honored with proper incapacity planning. Protecting Your Assets: Discover strategies to shield your estate from creditors and maximize wealth transfer. Special Considerations for Families: Address unique family dynamics and craft a legacy that reflects your values. Join us to bridge the gap between seasons and start a new chapter in your estate planning journey. Spaces are limited—secure your spot today. For questions, visit our contact page or call us at (310) 337-7696.

Amanda N. Luftman is #hiring. Know anyone who might be interested?

Estate Planning Asset Protection Strategies: When it comes to estate planning, preserving, and safeguarding your assets is paramount. An estate plan serves as a blueprint for the distribution of your [Read more...] The post Estate Planning Asset Protection Strategies appeared first on Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys.

What You Should Know About Conditional Gifts: Grantors like the idea of placing conditions upon a gift. In many ways, it’s the final opportunity to exert control or influence on the beneficiary. Most courts try to uphold the conditions as long as they are not void as against public policy or otherwise illegal or immoral. This article explores what happens when a Trustee fails to strictly enforce the conditions placed upon a bequest. The post What You Should Know About Conditional Gifts appeared first on Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys.

What Taylor Swift Can Teach Us About Estate Planning: Regardless of your feelings about her music, her attendance at National Football League games, or anything else related to the popstar, it’s hard to argue that Taylor Swift isn’t a cultural phenomenon. In 2023, Taylor launched a multi-city tour that broke records for attendance, sales, merchandising, and gross revenue; the Federal Reserve credited her with boosting the country’s economy; and Time magazine named her Person of the Year. While interesting, these statistics only tell part of the story. When Taylor Swift takes action, her legions of fans, called “Swifties,” take notice. Often, blogs about celebrities focus on what went wrong, here, it’s about what went right. The post What Taylor Swift Can Teach Us About Estate Planning appeared first on Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys.

5 Reasons to Include a Trust in Your Comprehensive Estate Plan: While a Last Will and Testament remains the most common estate planning document, trust agreements are a popular addition to the average estate plan. Trusts [Read more...] The post 5 Reasons to Include a Trust in Your Comprehensive Estate Plan appeared first on Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys.

Tax Avoidance Strategies to Consider in Your Estate Plan: Creating an effective estate plan involves more than just distributing assets among loved ones. It is also about preserving wealth and minimizing tax burdens for [Read more...] The post Tax Avoidance Strategies to Consider in Your Estate Plan appeared first on Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys.

How Does Funding a Trust Work?: A trust is a common estate planning tool that can be used to manage assets and provide for beneficiaries after the Grantor’s (trust creator) passing. [Read more...] The post How Does Funding a Trust Work? appeared first on Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys.