Richard Schneider, a man with the smarts and a heart..A few years ago, I attended a seminar on estate planning. I kept Richards card. Fast forward to a life changing event that required a new will and estate plan. I found Richards card. Together, we created a plan to safe guard my estate for my sons. It would provide a way to care for the son who would need help and allow my other son to keep and manage my business. Richard’s creativity allowed me to reach my goals and be able to keep control of my property and business, a plan to keep my money for my son, allow him to control the estate if I was unable to do so and receive it intact when the time comes to pass the estate to him.

He helped my son to create his plan and will. Over the years, we have updated the estate plans, created documents to protect my business and advised me to changes in the laws to help keep me current. I know what I want for my company and sons. Richard has the knowledge to make it so.

I have an elderly friend who was forced to sell her home. The large amount of money she would receive from the sale will be needed to care for her the rest of her life. I asked Richard to help her. With his guidance, she was able to get more money from the sale than I thought she could. By following his suggestions, she will be able to live the rest of her life in comfort.