PAYABLE ON DEATH BANK ACCOUNTS

Gabriel Katzner - June 2, 2015 - Estate Planning

Payable on Death bank accounts has 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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NAME AN IRA BENEFICIARY

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. A beneficiary designation is […]

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WHERE A WILL BASED ESTATE PLAN FALLS SHORT

Gabriel Katzner - May 29, 2015 - Estate Planning

Some people have been trained to think, “If I have a will based estate plan that means my estate planning has been properly taken care of. I’ve done all that I can for my family.”  Unfortunately, that is not the case. While a will based estate plan is better than no estate plan it, unfortunately, […]

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WHY EVERYONE NEEDS AN ESTATE PLANNING AGENT

Gabriel Katzner - May 27, 2015 - Estate Planning

Everyone needs an estate planning agent – and not the Hollywood type. An estate planning agent is someone you designate to handle your estate after you’ve gone or who can make decisions for you if you cannot make them for yourself. Here are the kinds of estate planning agents everyone needs: Trustee or Executor – […]

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LIFE LESSONS ON ESTATE PLANNING

LIFE LESSONS ON ESTATE PLANNING

Gabriel Katzner - - Estate Planning

It is important to conduct an estate planning review whenever something major changes in your life – like a birth, death, or divorce – is key to ensuring your will remains valid and that the people you love are taken care of in the way you intend. Here are some additional steps you can take […]

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CONSIDERATIONS WHEN NAMING BENEFICIARIES

Gabriel Katzner - - Estate Planning

Deciding which people should inherit your assets is a very personal decision. Who has been important in your life, and who you want to leave something to, is a decision that ultimately can be made only by you. Where a lawyer can help is in advising how these assets should be passed to your descendants. […]

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WILL OR TRUST ESTATE PLANNING, WHICH IS RIGHT FOR ME?

Gabriel Katzner - May 26, 2015 - Estate Planning

In this article, I will explore the question “Will or trust estate planning, which is right for me?”  I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for them. A Will-based plan is […]

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