Lindsay M. Schoeneberger

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“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…
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. “Thank you.  We have received your automatic payment.”  “Sign up for automatic bill pay to reduce your student loan interest rate.”  “Ensure your payments are never late!  Sign up to automatically pay your bill.”  “Reminder, monthly payment scheduled.” Those email…
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. A few years ago, I wrote a blog article about Facebook’s New Legacy Contact, wherein you can appoint someone to manage your account posthumously. When you fail to appoint someone, Facebook’s current policy allows your next of kin to only…
Almost 11 short years ago, the first iPhone made its debut on June 29, 2007.  This inaugural version featured the ability to take photos but not videos, maxed out at a whopping 16 GB hard drive and 128 MB of RAM.  The phone also lacked a GPS, digital compass, and forget about touch ID.  Fast forward to the iPhone X, Apple’s newest iPhone.  The X has 256 GB  of storage, 3 GB of RAM,  and…
For those of you looking for your weekly myth, sadly, our myth series has run its course.  Now that we have covered commonly asked questions and the top 10 myths, I wanted to leave you with a few helpful tips- these tips are universal and not just for selecting an estate planning attorney. Be open and honest with your lawyer Your attorney is trained to know what is important. Chances are if they are asking…
By now, hopefully I have convinced you that you need a Will, Financial Power of Attorney, Health Care Power of Attorney, and that you need to consult with an attorney that focuses on estate planning in order to prepare these documents. But my job is not done.  Having all of these documents prepared is only half the battle.  Making sure these documents are kept up to date, is the rest.  These documents are not once…