Same sex female couple sharing domestic partnership

WHAT RIGHTS DOES A DOMESTIC PARTNER HAVE IN ESTATE PLANNING?

Gabriel Katzner - September 8, 2022 - Estate Planning

While your rights as a domestic partner may differ depending on the state you live in and possibly even the city or county, a domestic partner is unlikely to have the same rights as a spouse. What defines a domestic partnership? A domestic partnership is an alternative to marriage that any couple can choose if […]

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Dad and children looking at the trusts improvements made accordingly to their needs

COMMON TRUSTS: IMPROVEMENTS TO CHILDREN’S NEEDS

Gabriel Katzner - July 12, 2022 - Beneficiary

Parents want to ensure that their children feel that they are all treated fairly and feel equally valued. However, the reality is that all children do not need the same amount of financial help, especially in different phases of their lives. Parents may want to divide their property and accounts equally among their children in […]

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Kaztner Law Group Tangled Tittle

WHAT IS A TANGLED TITLE?

Gabriel Katzner - May 11, 2022 - Asset Protection

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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estate planning 4 couples with an age gap

ESTATE PLANNING FOR COUPLES WITH AN AGE GAP

Gabriel Katzner - April 18, 2022 - Estate Planning

With couples of similar ages, planning for the future is quite naturally a joint effort. However, if you’re married to somebody who is considerably older or younger than you, the future will look different and mean various things to each of you. You wish to possess comprehensive money and estate plans to shield yourself, your […]

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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 - Asset Protection

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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BOTH SPOUSES DIE SIMULTANEOUSLY

WHAT IF BOTH SPOUSES DIE SIMULTANEOUSLY?

Gabriel Katzner - July 26, 2021 - Estate Planning

The chances of a married couple dying in the same accident or within a short period of time are probably quite low. It does, however, occur. And it happens often enough that most states have laws in place to address the issue and the problems that can arise as a result of both partners dying […]

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ESTATE PLANNING DOCUMENTS

DO YOU NEED TO REMODEL YOUR REAL ESTATE PLANNING DOCUMENTS?

Gabriel Katzner - July 12, 2021 - Beneficiary

May is considered National Home Remodeling Month. It makes sense as spring is frequently associated with cleaning, making updates, completing projects, and cleaning out any accumulated winter dirt. Perhaps, you have completed those chores, and your home is in great shape. Do your estate planning documents need to be remodeled? Estate planning is a topic […]

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