Lindsay M. Schoeneberger

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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…
Last week, I dispelled the myth that you only need a Will in order to have a proper estate plan.  This week, I am focusing on who you give power to in these documents.  The person you grant power to under a Will or Power of Attorney is generally known as a fiduciary.  As I previously explained a few years ago, a fiduciary is a fancy catch all word for personal representative (which is…
If you come to see me asking for just a Will, I will ALWAYS discuss with you whether you need a Financial Power of Attorney and a Health Care Power of Attorney and Living Will.  It is not because I am trying to upsell my services or print more paper and kill trees.  No, it is because I want to make sure you have the documents you need to protect yourself and to simplify things…
Last week, I covered the myth that you need to avoid probate.  One common reason people want to avoid probate is because they believe it is one way to avoid inheritance tax.  Not so fast.  Whether or not an asset is a probate asset has no bearing on whether or not it is subject to inheritance tax. Both probate and non-probate assets are subject to Pennsylvania inheritance tax. So while there are reasons to ensure…
“I need to avoid probate!”  I can’t tell you how many new estate planning consultations begin with questions relating to the belief that it is important to avoid the probate process.  Clients desiring to avoid probate often ask for a complex and costly estate plan.  When I first started practicing, I couldn’t figure out where this fear came from.  But a quick search of the internet provides some insight.  Countless articles, books, and lectures tout…