A well-crafted estate plan is one of the most important steps you can take to protect yourself, your family, and your assets both during your lifetime and after you are gone. At Schnell Financial Group, LLC we create complete estate plans that ensure your wishes are followed, minimize unnecessary court involvement, create plans that avoid probate, and provide peace of mind for you and your loved ones.
Why a Complete Estate Plan Matters
Many people assume that having a Will is enough. In reality, a Will only guides the Probate Court in distributing your assets— it does not avoid probate. The probate process can be lengthy, public, and costly, often delaying the transfer of assets and placing additional stress on surviving family members. With proper planning, probate does not need to be part of your family’s future.

Our Estate Plans Are Designed to:
Protect you and your assets during your lifetime
Avoid probate for all of your property
Enable efficient, private distribution of assets after death
Reduce administrative costs and delays
Provide clarity and guidance for your loved ones
Protect your beneficiaries upon receiving an inheritance
True estate planning does more than decide who receives your property. It protects you while you are living, ensuring your chosen decision-makers are empowered to act on your behalf, and creates a seamless transition for your loved ones.
Our Approach to Estate Planning
Our attorneys work directly with you to develop strategies that reflect your goals, family dynamics, and financial circumstances.
Your estate plan may include:
-
Revocable Living Trusts
-
Medicaid Asset Protection Trusts
-
Pour-Over Wills
-
Powers of Attorney for Financial Decisions
-
Powers of Attorney for Health Care Decisions and Advance Directives
-
Trust Funding
-
Living Wills
-
Non-probate Transfers
-
Strategies to protect assets from future long-term care costs
-
Integration with tax planning and retirement strategies, including your investment portfolio
-
Planning for blended families, special needs beneficiaries, or family businesses and farms
Because estate planning intersects with taxes, investments, retirements, and long-term care planning, our multi-disciplinary attorneys work to make sure every piece operates together to support your financial security.
Schedule a Free Consultation
You’ve worked hard to build your wealth. Let’s plan for what comes next. Contact us for a free initial consultation.