protecting your retirement accounts after your death

IRAs: PROTECTION FROM CREDITORS USING A STANDALONE RETIREMENT TRUST

Gabriel Katzner - April 13, 2021 - Asset Protection

Mark and Leslie have been married for 40 years. They each have retirement accounts they have contributed to faithfully throughout their adult lives. Mark and Leslie have three adult children, and Mark has a child from a previous marriage. Mark has recently passed. What will happen to his retirement account? How can Leslie ensure her […]

Read More
PROTECT YOUR RETIREMENT ACCOUNTS

PROTECT YOUR RETIREMENT ACCOUNTS USING A STANDALONE RETIREMENT TRUST

Gabriel Katzner - April 6, 2021 - Asset Protection

You have spent a lifetime building your retirement accounts. The asset protection they provide from creditors and a financial safety net for the future are benefits that lead all savvy investors to maximize their contributions each year. Do these same benefits carry-over when you pass your retirement account on to your spouse, child, or other […]

Read More
STANDALONE RETIREMENT TRUSTS

STANDALONE RETIREMENT TRUSTS: A NECESSARY ADDITION TO YOUR ASSET PROTECTION TOOLKIT

Gabriel Katzner - March 30, 2021 - Asset Protection

Standalone Retirement Trusts (SRTs) are an option to protect your individual retirement accounts that you may not have considered. One of the major benefits of an IRA, 401k, or other retirement account is, with some exceptions beyond the scope of this article, the money is safely tucked away from most creditors. It is why many […]

Read More
medallion signature guarantee

A MEDALLION SIGNATURE GUARANTEE: PEACE OF MIND FOR TRANSFERRING SECURITIES

Gabriel Katzner - January 4, 2021 - Asset Protection

Jennifer’s company has had recent layoffs. She is a computer engineer with over three decades of experience. Jennifer recently found a new position and would like to transfer her 401 (K) after switching jobs. She would also like to transfer some of her paper stock ownership in her previous company to her children and donate some […]

Read More
renting out your home

THE ACTUAL COST OF RENTING OUT YOUR HOME

Gabriel Katzner - December 14, 2020 - Asset Protection

Anthony and Shamari are considering buying a home in Florida. They want to spend their winters there. The amount they have to spend on the new home in large part is determined by the feasibility of renting their current home out for the three to four months they will be gone. Their current home is […]

Read More
Financial Planning for an Upcoming Incarceration

FINANCIAL PLANNING FOR AN UPCOMING INCARCERATION

Gabriel Katzner - November 23, 2020 - Estate Planning

Mike S. is a 40-year-old venture capitalist who fell on the wrong side of the law. He faces a two-year incarceration and needs to make some financial plans for his wife, a stay-at-home caregiver, and two minor children. Mike has several concerns, including paying the bills for his family and business, providing his family with […]

Read More
Hybrid Domestic Asset Protection Trust

ASSET PROTECTION WITH A HYBRID DOMESTIC ASSET PROTECTION TRUST

Gabriel Katzner - November 3, 2020 - Asset Protection

Who has the potential to be sued? Everyone. If you drive a car and get into an accident or if someone has an accident on your property, you may be sued. If you are in a profession, such as the medical, legal, or business professions, among others, each decision you make has the potential to […]

Read More
Franchise or Multilevel Marketing Business Owners

ESTATE PLANNING FOR FRANCHISE OR MULTILEVEL MARKETING BUSINESS OWNERS

Gabriel Katzner - September 14, 2020 - Estate Planning

Transferring your interest in a Franchise or Multilevel Marketing Business Have you ever thought, wouldn’t it be great to own your own McDonald’s® or other franchise? McDonald’s® is a recognizable brand with a well-established business model. You could own your own small business without building it from the ground up. To become a franchise owner, […]

Read More
Funding your trust

FUNDING YOUR TRUST: HELP YOUR LOVED ONES AVOID PROBATE

Gabriel Katzner - August 10, 2020 - Asset Protection

Instead of a will or joint ownership, many people today are replacing those common estate planning tools with a revocable living trust. A revocable living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship (which may be necessary if you become incapacitated) as well as probate (the court process that takes […]

Read More