Lindsay M. Schoeneberger

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Thank you to everyone who attended the first of three estate planning conversations Russell, Krafft & Gruber is hosting in Ephrata.  Gary Krafft, Kathy Krafft Miller and I had the pleasure of speaking with several people who wanted to have a better understanding of the estate planning process and the necessary documents.  It was an interactive session and we enjoyed talking with everyone. Last night we focused on the three estate planning documents for everyone. …
This is the final installment of the intestate success series.  To see the other installments start here. If you’ve already read the second post in this series, then you know that the intestate succession can be rather complicated when you leave a surviving spouse and other family members.  But what happens when you don’t have a surviving spouse?  How are assets distributed in those circumstances?  Well, it depends on who survives you.…
This is the second installment of our Intestate Laws series.  In case you missed the first one, check it out here. Probably the biggest misconception people have about dying without a Will is that their spouse will just get everything.  Unfortunately, this is only the case under a small select set of circumstances.  I don’t know about you, but taking a chance that my situation would fit one of the few circumstances where my…
Do you have a Will?  If you do, when was the last time you looked at it?  Does it really say what you think it does?  What about a Financial Power of Attorney or Health Care Power of Attorney?  Is each of those documents up to date?  Does it meet your needs? If you are unsure how to answer any of those questions or if you have other estate planning related questions, please join us…
“I’ve got to do a Will so that the government doesn’t get everything!”  I cannot tell you the number of times I have heard some version of this sentiment.  While I am certainly a proponent of having and regularly updating a Will, preventing the government from getting everything is not actually one of the reasons you need a Will.  Those of you who have read my Myths of Estate Planning series might remember some examples…
“I’m so confused!  The woman at the bank said I have to keep this account here.  The guy at the insurance company said I should really do this.  And my friend said she didn’t do any of this.  I don’t know what to do!” The above is a general excerpt of conversations I have with Executors all the time.  The first few months of handling an estate can be tough.  You have just lost someone…
We’ve noticed a pattern recently. It is often that I receive a call from a client or a relative of a client the day someone dies asking what they need to do. A person bereft with emotion, overwhelmed, and sometimes in a state of shock just trying to make sense of everything coming at them at once. My advice is always the same: Take a deep breath and take a moment to grieve. We’ll walk…
When I started law school it felt like the professors were speaking a different language.  And in a way, they were.  The legal profession uses so many terms that have very particular meanings, that even though lawyers tend to be very well spoken, it can be hard to understand what we are saying. A word can mean so many different things in different contexts.  Take the word harbor for example.  As a noun it is…
The 11th National Estate Planning Week is upon us! Instead of focusing solely on estate planning, I’ll be focusing on what happens after the estate planning or the lack thereof, more specifically, the probate process. This is not meant to be a how to on the probate process or a substitute for consulting with a qualified attorney that focuses on estate administration. It is more of a primer or reference guide for those executors or…
This post is part of our ongoing series exploring the impact of technology on legal issues.  For an introduction to the series and a collection of the posts in the series, check out this post. Bing. Bing. Bing. Bing.  That would be the sound of a text message showing up on my phone, watch, iPad, and computer all at the same time.  Don’t worry, I actually have the sound turned off on all but one…