San Diego Estate Planning attorney

A New Year Means a New Estate Plan

Gabriel Katzner - January 21, 2020 - Estate Planning

Welcome to 2020! A new year is a time for optimism and new opportunities. It’s time to start fresh! But making New Year’s resolutions is not enough; you’ll also need to take action to make sure you and your loved ones are prepared for anything the future might bring.   Create a New Estate Plan in […]

Read More
San Diego Estate Planning Attorney

How Can My Spouse’s Citizenship Status Affect My Estate Plan?

Gabriel Katzner - January 13, 2020 - Estate Planning

According to the Pew Research Center, 44.4 million foreign-born people lived in the US in 2017, 55% of whom were non-citizens. This means there are many occasions when a non-citizen may be the beneficiary of the estate of a U.S. citizen.  This may be the case, for example, if the non-citizen married a U.S. citizen. […]

Read More

Bankruptcy and Your Estate Plan

Gabriel Katzner - January 6, 2020 - Estate Planning

During the period from June 30, 2018 to September 30, 2019, the country experienced 969,397 bankruptcy filings, a large number by any standard. Most of those who prepared estate plans during that time probably weren’t factoring bankruptcy into their equations. What happens to your estate if you file for bankruptcy protection, but die before you […]

Read More

MASSIVE Change to Retirement Planning – The SECURE Act is Now Law

Gabriel Katzner - January 5, 2020 - Estate Planning

What Impact Will It Have On You and the Beneficiaries of Your Retirement Accounts Post Your Death? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act), effective January 1, 2020. The SECURE Act contains, by far, the most significant changes to retirement planning in a […]

Read More

Productivity Tips for the New Year

Gabriel Katzner - December 30, 2019 - Estate Planning

Are you feeling bogged down by clutter, deadlines, and incomplete tasks? As we approach the new year ahead, make it your goal to do a few simple things over the course of a day or two that will bring you increased productivity and peace of mind for 2020. Tidy your Tech Just like your home, […]

Read More

Who’s On Your Estate Planning Team?

Gabriel Katzner - December 26, 2019 - Estate Planning

Estate planning doesn’t just determine who gets to inherit your belongings when you’re gone. This process also helps you coordinate all aspects of your life so 1) you can be taken care of financially and healthcare wise if you’re ever unable to care for yourself, and 2) your money and property are distributed to the […]

Read More

Ethical Wills – Passing Your Values to the Next Generation

Dan - December 16, 2019 - Estate Planning

Each person accumulates a wealth of knowledge and experience during a life well lived. No matter how wealthy you may be, you have a great deal to share with your loved ones. An ethical will, sometimes also called a legacy letter, is a great way to pass on the wisdom that you have acquired. This […]

Read More

529 Plans – Funding a Child’s Education

Gabriel Katzner - December 9, 2019 - Estate Planning

According to U.S. News and World Report, the average cost of tuition and fees for 2019/2020 is $10,116 at an in-state public university and $36,801 at a private university. This excludes housing, books, and meal plans, which typically add thousands of dollars. There are many ways that you can save for your children or grandchildren’s […]

Read More

529 Plans – Funding a Child’s Education

Gabriel Katzner - - Estate Planning

According to U.S. News and World Report, the average cost of tuition and fees for 2019/2020 is $10,116 at an in-state public university and $36,801 at a private university. This excludes housing, books, and meal plans, which typically add thousands of dollars. There are many ways that you can save for your children or grandchildren’s […]

Read More
Estate Planning attorney located in NYC and San Diego

Estate Planning for Stepchildren and Step-Grandchildren

Gabriel Katzner - December 2, 2019 - Estate Planning

The structure of families has changed in the United States in recent decades.  According to statistics cited by the Pew Research Center, six out of ten who remarry are part of blended families, and in about half of those remarriages, stepchildren live with the remarried couple. If you or your grown children are part of […]

Read More

Online Appointment Request

Request Consultation

or

Call Our Office

  (855) 528-9637