Kaztner Law Group Tangled Tittle

WHAT IS A TANGLED TITLE?

Gabriel Katzner - May 11, 2022 - Estate Planning

Having the title to your home means that your name is on the deed. “Tangled Title” refers back to the scenario while you stay in a home you own (or have a proper to own) however your call isn’t at the deed. Most often, titles get tangled the person whose call is at the deed […]

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Young college Athlete staring into his financial future

PROTECTING THE FINANCIAL FUTURE OF COLLEGE ATHLETES

Gabriel Katzner - March 5, 2022 - Estate Planning

As of July 1, 2021, college athletes can profit from their name, image, and likeness (NIL). The National Collegiate Athletic Association (NCAA) policy allows college athletes and recruits to make money from endorsements, autograph signing, and personal appearances as long as they follow applicable state laws. The NCAA has long been criticized for its ability […]

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Future education provided for the beneficiary of an estate plan

HEMS: HEALTH, EDUCATION, MAINTENANCE, AND SUPPORT

Gabriel Katzner - February 26, 2022 - Asset Protection

Jack and Leticia are establishing a trust. They would like to help their son, Jack Jr., through college but want to retain control of their financial help. Jack Jr. is not known for his financial aptitude. He regularly blows through his allowance and is caught short-handed when it is time to pay his bills. Jack […]

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Home keys passed down to a life estate beneficiary

LIFE ESTATE: PASSING YOUR HOME TO YOUR BENEFICIARY

Gabriel Katzner - January 21, 2022 - Asset Protection

Terrence and Liz are empty-nesters in their family home. They have one living daughter, Janis. The couple is meeting with their estate planning attorney to learn more about life estates. They would like to pass ownership of the family home to Janis and, if possible, would like to avoid probate. A home is one of […]

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Man signing his Life Insurance policy in New York City

LIFE INSURANCE: WHAT YOU NEED TO KNOW

Gabriel Katzner - January 14, 2022 - Asset Protection

Life insurance can be an important part of your estate plans. Having the right life insurance coverage can help ensure that the right amount of money is available to fulfill your plans for your loved one’s future. Life insurance makes it possible to care for your loved ones even when you are no longer here. […]

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Life Insurance Policy in New York City

YOUR LIFE INSURANCE MAY NOT GO TO THE BENEFICIARIES YOU INTENDED

Gabriel Katzner - January 11, 2022 - Estate Planning

Life insurance is a policy you buy to protect your loved one’s financial interests. No one likes to consider a reality in which they are not in their loved one’s life, but life is uncertain, and it could happen. To make the uncertain more palatable, many people purchase life insurance. Whether you have debts, you […]

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Estate Planning Attorney Talking about Trust Decanting

TRUST DECANTING: WHY AND HOW TO REVISE A TRUST

Gabriel Katzner - January 4, 2022 - Estate Planning

Estate planning documents are carefully considered plans. For this reason, it is important to balance the desire for flexibility with the concern that changes may be made without considering the potential implications of those changes. When a trustmaker dies, their revocable living trust becomes irrevocable. Other trusts are irrevocable from inception. But, what happens if […]

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First Responders at work after protecting themselves with an estate plan

FIRST RESPONDERS ESTATE PLANNING & PROTECTION

Gabriel Katzner - December 28, 2021 - Estate Planning

First responders across the U.S. have worked tirelessly throughout the COVID-19 pandemic to protect and treat the ill and injured at substantial risk to themselves. No one wanted to learn about SARS-CoV-2, the virus that causes COVID-19, in the middle of a pandemic. A lack of knowledge on how the virus will behave and how […]

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Family Limited Partnership in New York City

FAMILY LIMITED PARTNERSHIPS

Gabriel Katzner - December 14, 2021 - Estate Planning

Family limited partnerships (FLPs) are an estate planning tool that reduces estate, gift, and income tax liabilities by allowing families to transfer a significant amount of their wealth to the next generation. Unfortunately, this popular and effective estate planning tool is being challenged by the current administration in Washington, D.C. Understanding Family Limited Partnerships An […]

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Main considering to get a Life Insurance for his Estate Planning

LIFE INSURANCE IN YOUR ESTATE PLANNING

Gabriel Katzner - - Estate Planning

Do you need life insurance? A valid question that not too many of us thoughtfully consider. Many employers offer the option to enroll in group life insurance when starting a new job. The process seems pretty straightforward—visit human resources, complete the forms and name a beneficiary. Unfortunately, most people don’t think about life insurance again […]

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