Estate Planning to Keep Your Family Out of Court After You Die

Gabriel Katzner - October 8, 2015 - Estate Planning

I’m going to detail several ways you can keep your family out of court after you die but one of them is far and away the most important: act while you are alive! It sounds obvious, after all it’s difficult to put an estate plan in place after you die. That being said, estate planning […]

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Estate Planning When You Own Your Own Home

Gabriel Katzner - September 25, 2015 - Estate Planning

If there is one group of parents who often do much harm to their estate planning it is homeowners. A simple Google search reveals one bad idea after the other and parents who are trying to protect their family often fall victim to the misinformation. Most everyone wants to avoid probate. If you were to […]

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How to Ensure that Family Heirlooms Don’t Cause a Family Fight

Gabriel Katzner - August 26, 2015 - Estate Planning

Oftentimes more important than the money or other assets we leave our loved ones are the family heirlooms that have been passed down for generations. Maybe it’s a tradition in your family that the youngest child is to receive the heirloom from your grandfather. Or maybe tradition dictates that the decision is left entirely up […]

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Estate Planning to Protect Adults with a Discretionary Lifetime Trust

Gabriel Katzner - July 6, 2015 - Estate Planning

Most everyone understands that estate planning is needed to protect minor children. Should something happen to you, you would not want a court to decide who should be the guardian of your child or when your child should inherit the money you left to them. This is common sense. But we live in an age where […]

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4 Reasons to Take Care of Estate Planning This Year

Gabriel Katzner - June 4, 2015 - Estate Planning

In this article I would like to discuss the reasons to take care of estate planning this year. The benefits are not “I took care of my estate planning so now I have this thick set of documents in my fireproof safe. This feels great.” The benefit is found in knowing that you have done […]

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A Revocable Living Trust and You

Gabriel Katzner - June 3, 2015 - Estate Planning

The revocable living trust is the foundation of our estate planning practice at Katzner Law Group.  As happy as we are to see the widespread shift away from wills to revocable living trusts we also appreciate that there are some circumstances where they may not be required. Let’s discuss the advantages of a revocable living […]

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Payable on Death Bank Accounts

Gabriel Katzner - June 2, 2015 - Estate Planning

Payable on Death bank accounts have become increasingly popular as a means to avoid probate over the last few years. This rise corresponds in no small part to their popularity on various internet forums. Anything that’s “easy” and can avoid probate must be good, right? Let’s examine these accounts in more detail. Payable on Death […]

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Learn How to Name an IRA Beneficiary

Gabriel Katzner - May 31, 2015 - Estate Planning

It seems easy: just pick who you want to inherit the money in your IRA and list them as the IRA beneficiary. It doesn’t seem like a topic deserving of its own article. But your family could end up losing a substantial amount of money if you designate the wrong beneficiary. Beneficiary designation is an […]

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