Vacation consider these estate plan updates

VACATION PLANS? CONSIDER THESE ESTATE PLAN UPDATES AND PREPARATIONS

Gabriel Katzner - September 21, 2020 - Estate Planning

After months of confinement, many of us are stir-crazy and eager to travel. Although more states are opening up, there are several factors to consider as you plan your travels. Consider these pre-vacation estate plan updates and preparations you can take care of before you travel for added peace-of-mind.  Heed the Centers for Disease Control […]

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Franchise or Multilevel Marketing Business Owners

ESTATE PLANNING FOR FRANCHISE OR MULTILEVEL MARKETING BUSINESS OWNERS

Gabriel Katzner - September 14, 2020 - Estate Planning

Transferring your interest in a Franchise or Multilevel Marketing Business Have you ever thought, wouldn’t it be great to own your own McDonald’s® or other franchise? McDonald’s® is a recognizable brand with a well-established business model. You could own your own small business without building it from the ground up. To become a franchise owner, […]

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Name a guardian for your minor children.

I’VE BEEN NAMED AS A GUARDIAN. WHAT DO I DO NOW?

Gabriel Katzner - September 7, 2020 - Estate Planning

A guardian is someone who cares for a person who needs special protection, often a minor child. Parents can nominate or name a guardian in their will, but a court usually confirms and appoints the guardian after both parents have passed away. If the parents are still alive but are very ill or unable to […]

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Being a member of the sandwich generation has many responsibilities.

WELCOME TO THE SANDWICH GENERATION: CARING FOR BOTH CHILDREN AND PARENTS

Gabriel Katzner - September 1, 2020 - Estate Planning

July is National Sandwich Generation Month, a time to honor those who are caring for both their children and their aging parents. At the moment, many parents are not only parenting their children but also homeschooling them, and older children who have lost their jobs or could not return to college after spring break may […]

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Selecting an executor has legal requirements.

LEGAL REQUIREMENTS TO CONSIDER WHEN SELECTING AN EXECUTOR

Gabriel Katzner - August 24, 2020 - Estate Planning

The person you choose to be the executor of your estate (also called a personal representative) will be responsible for gathering, managing, and ultimately distributing everything you own after you pass away. You’ll need to make your selection very carefully; Don’t just choose your oldest child by default. If a friend or advisor is better […]

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Nosy neighbors can find out about your probate

NOSY NEIGHBORS CAN FIND OUT ABOUT YOUR PROBATE

Gabriel Katzner - August 17, 2020 - Probate

Most people think of probate as a private process, but because wills are filed at the courthouse, probated estates become a matter of public record. That means your nosy neighbor can simply go online (or down to the courthouse) and find out about your probate. It’s easier than you might imagine.    It’s Not Just Mr. […]

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Funding your trust

FUNDING YOUR TRUST: HELP YOUR LOVED ONES AVOID PROBATE

Gabriel Katzner - August 10, 2020 - Asset Protection

Instead of a will or joint ownership, many people today are replacing those common estate planning tools with a revocable living trust. A revocable living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship (which may be necessary if you become incapacitated) as well as probate (the court process that takes […]

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The probate process can take forever!

HELP! THIS PROBATE IS TAKING FOREVER!

Gabriel Katzner - August 3, 2020 - Probate

The Probate Process: There are other options! Jessica and John are in their 60s; they have two children. Unfortunately, John’s parents died in an automobile accident two years ago. John’s parents had a last will and testament written with their attorney’s help twenty years ago, but they had not updated it prior to their deaths. […]

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Savings bonds for estate planning

HOW TO HANDLE SAVINGS BONDS DURING ESTATE PLANNING AND AFTER DEATH

Gabriel Katzner - July 27, 2020 - Estate Planning

A savings bond is a “debt security” issued by the U.S. Department of the Treasury to help pay for the U.S. government’s borrowing needs. When you buy a savings bond, you loan the U.S. government money, which the government repays with interest after a fixed period of time. There are currently two types of savings […]

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Assisted reproduction entails many estate planning decisions.

ASSISTED REPRODUCTION AND ESTATE PLANNING

Gabriel Katzner - July 20, 2020 - Estate Planning

According to the Center for Disease Control (CDC), approximately 1.9% of all infants born in the United States in 2018 were conceived using assisted reproductive technology (ART). ART includes all fertility treatments in which both eggs and embryos are handled: The most well-known procedures in this category include artificial insemination, in-vitro fertilization, and cryopreservation (genetic […]

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