Revocable Living Trust document

SEPARATE REVOCABLE LIVING TRUSTS: Everything you need to know

Gabriel Katzner - November 23, 2021 - Trust Administration

A revocable living trust is an estate planning tool that allows individuals to transfer their accounts or property ownership to a trustee. The trustee has a legal obligation to use the property for the benefit of the beneficiaries. The person who creates and funds the revocable living trust may also be called a grantor, settlor, […]

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Man attending to his first trust and estate administration meeting

YOUR FIRST TRUST AND ESTATE ADMINISTRATION MEETING: What You Need To Know

Gabriel Katzner - November 19, 2021 - Estate Planning

Wills and trusts are estate planning tools that allow individuals to transfer their money and property to others when they die. It is possible to have both a will and a trust, especially if you have a larger estate. Carrying out your loved one’s final wishes should be a priority for everyone involved. However, in […]

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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 - Estate Planning

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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Financial Power of Attorney Document

A FINANCIAL POWER OF ATTORNEY: WHEN YOU CANNOT USE ONE

Gabriel Katzner - November 9, 2021 - Estate Planning

Estate planning is a comprehensive plan that can include managing and using your accounts and property during your lifetime as well as their disposition after your death. At its most basic, it is a thorough plan to take care of the future financial needs of your loved ones. A financial power of attorney (POA) is […]

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San Diego California Estate Planning Attorney

ANSWERING COMMON ESTATE PLANNING QUESTIONS

Gabriel Katzner - September 20, 2021 - Estate Planning

Would it surprise you to learn that the percentage of people aged fifty-five and older who have created estate planning documents has dropped from 60 percent in 2019 to 44 percent in 2021? That is what Caring.com discovered in their 2021 Wills and Estate Planning Study. So while drafting your Last Will and Testament and […]

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Biden New Estate Planning Tax

THE BIDEN ADMINISTRATION IS TALKING ABOUT BASIS, HERE’S WHAT YOU SHOULD KNOW.

Gabriel Katzner - September 13, 2021 - Estate Planning

The Biden administration has been exploring the idea of eliminating the step-up in basis rule or at least modifying it. The American Families Plan Fact Sheet says that: “The President would eliminate the loophole that allows the wealthiest Americans to entirely escape tax on their wealth by passing it down to heirs. Today, our tax […]

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CAN A PERSON WITH A DISABILITY SERVE AS A FIDUCIARY

CAN A PERSON WITH A DISABILITY SERVE AS A FIDUCIARY

Gabriel Katzner - August 26, 2021 - Estate Planning

An estate plan is a comprehensive plan that expresses your wishes regarding your legal, medical, and financial affairs if you are incapacitated or upon your death. The person or entity you choose as your executor or trustee must be able to step in to make decisions for you. This person must be someone you trust […]

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SUCCESSOR TRUSTEE COMMON MISTAKES

NAMING YOUR SUCCESSOR TRUSTEE: FIVE COMMON MISTAKES AND HOW TO PREVENT THEM

Gabriel Katzner - August 16, 2021 - Estate Planning

A trust is a written agreement between a grantor, the person who establishes the trust, and the trustee appointed to manage and administer it. In a revocable living trust, the grantor will typically also serve as the initial trustee. A grantor will name a successor trustee to manage the trust when they can no longer […]

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ONBOARDING FOR A NEW JOB

ONBOARDING FOR A NEW JOB?

Gabriel Katzner - August 9, 2021 - Estate Planning

Congratulations! If you’re reading this, you’re probably starting or have recently started a new job. The onboarding process can be intimidating, especially when it comes to reviewing employee benefits and your options. As human resources sends you form after form, it is critical that you carefully review them to ensure that your choices reflect your […]

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CHILD BORN OUTSIDE A MARRIAGE

THE RIGHTS OF A CHILD BORN OUTSIDE A MARRIAGE

Gabriel Katzner - August 2, 2021 - Estate Planning

Children are born inside and outside of marriage every day. Historically, both society and the law treated a child born outside a marriage unfairly. They had no right to inherit from either parent, in many cases. Eventually, children had the means to inherit from their mothers, but rarely their fathers. In the late 1960s, the […]

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