Main considering to get a Life Insurance for his Estate Planning

LIFE INSURANCE IN YOUR ESTATE PLANNING

Gabriel Katzner - December 14, 2021 - 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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San Diego Estate Planning Team Taking Care of a House

HOW YOUR ESTATE PLANNING TEAM CAN PROTECT YOUR ASSETS

Gabriel Katzner - December 8, 2021 - Asset Protection

You might think that only the wealthy need comprehensive estate and financial plans, but that is not true. Anyone who has a person or cause that they care about and want to provide for upon their death can benefit from estate planning. Your financial and estate planning team can help you not only develop your […]

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Man signing in for his new job

NEW JOB? Financial and Estate Planning Things You Need To Consider

Gabriel Katzner - November 30, 2021 - Estate Planning

A new job is an exciting step in anyone’s life, whether it’s a first after school and summer job at the local water park or a move to become the CEO of a Fortune 500 company. Proper financial and estate planning are important in any stage of life and can help protect the future you’re […]

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Divorced couple without an estate plan fighting for their marriage assets

REMARRIAGE AND YOUR ESTATE PLANNING

Gabriel Katzner - November 16, 2021 - Guardianship

No one goes into a marriage planning for a divorce. You and your former spouse may have already created an estate plan. If so, it is important to understand how divorce and remarriage affect your plan. Your Current Estate Plan It is critical to understand how your current estate plan will function if you divorce. […]

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protection from creditors: protecting your retirement accounts

IRAs: PROTECTION FROM CREDITORS USING A STANDALONE RETIREMENT TRUST

Gabriel Katzner - April 13, 2021 - Retirement

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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