PASS REAL ESTATE ON TO YOUR LOVED ONES

HOW TO PASS REAL ESTATE ON TO YOUR LOVED ONES

Gabriel Katzner - June 7, 2021 - Estate Planning

Many people own real estate in the form of homes, businesses, or investments. In addition, to being a great investment, real estate can double as a personal residence. Investments can be rental, recreational, commercial, or farm properties. How you legally own your real estate has important legal implications on how you can pass real estate […]

Read More
CHOOSING YOUR BACKUP TRUSTEE

CHOOSING YOUR BACKUP TRUSTEE FOR YOUR REVOCABLE LIVING TRUST

Gabriel Katzner - May 24, 2021 - Estate Planning

Planning for when you are no longer here can feel emotionally overwhelming. It is a magnificent gift to your family members and other beneficiaries that you are taking the time to consider your options and make an estate plan. Suppose you have chosen a revocable living trust as the best option to protect yourself and […]

Read More
HOW TO PASS YOUR GIFTS TO YOUR FAMILY

HOW TO PASS YOUR GIFTS TO YOUR FAMILY

Gabriel Katzner - May 17, 2021 - Estate Planning

Marci and James are both in the 70s. They have three children and seventeen grandchildren. As Marci looks around their family home, she wonders, “How do I pass my gifts to my family when I die?” Marci and James have a current Last Will and Testament and a revocable living trust. They have an estate […]

Read More
THE TRUSTEE FOR YOUR TRUST

SHOULD YOU BE THE TRUSTEE FOR YOUR TRUST?

Gabriel Katzner - May 10, 2021 - Estate Planning

Like many people, you may have put much thought into how best to protect your assets and preserve the value of your financial accomplishments for the benefit of your loved ones. When you establish a trust, someone has to administer and manage it – this article is about deciding who’s the best fit for this […]

Read More
ESTATE PLANNING WITH NONCITIZENS

ESTATE PLANNING WITH NONCITIZENS

Gabriel Katzner - May 3, 2021 - Estate Planning

As the opportunity for international travel increases and becomes more affordable and corporations become more globalized, families have become more diversified both in terms of their country of origin and their composition. Spouses from different countries can retain their country-of-origin citizenship. Families may split time between two countries so children can learn and immerse themselves […]

Read More
When a loved one dies you may have many questions about estate planning

A STEP-BY-STEP PLAN FOR WHEN A LOVED ONE DIES

Gabriel Katzner - April 27, 2021 - Estate Planning

When a loved one dies, whether unexpectedly or anticipated, the shock and grief can be overwhelming and frequently immobilizing. Making phone calls and planning funerals take more effort than most people can muster in these difficult times. This post hopes to serve as a guide to help facilitate the process. This guide can complement the […]

Read More
I LOST MY LOVED ONE'S WILL

I LOST MY LOVED ONE’S WILL!

Gabriel Katzner - April 19, 2021 - Estate Planning

Mary and George have been married for the last 50 years. George has managed the financial affairs for the couple throughout their marriage. George has recently been in a serious auto accident that has left him incapacitated. Mary has an appointment scheduled with a new estate planning attorney as she wants his help going over […]

Read More
protection from creditors: protecting your retirement accounts

IRAs: PROTECTION FROM CREDITORS USING A STANDALONE RETIREMENT TRUST

Gabriel Katzner - April 13, 2021 - Asset Protection

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 […]

Read More
estate planning is hard after the death of a loved one

AFTER THE DEATH OF A LOVED ONE: REVIEW YOUR PROPERTY AND ACCOUNTS

Gabriel Katzner - April 12, 2021 - Estate Planning

As each new year rolls around, you might have traditions and tasks that you take care of to make the upcoming year easier and more productive for your family. Estate planning for your accounts and properties and their ownership should be included in these yearly plans, especially after the death of a loved one. How […]

Read More
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 […]

Read More

Online Appointment Request

Schedule Consultation  

or

Call Our Office

  (855) 528-9637