Members of a small business corporation discussing a project in front of a laptop

ESTATE PLANNING AND YOUR S CORPORATION     

Gabriel Katzner - September 13, 2022 - Asset Protection

Small business owners have many options when structuring their business and choosing their tax status. One option is an S corporation. The business structure you choose will affect your estate planning, so it is essential to seek the guidance of an experienced estate planning attorney and tax advisor when estate planning as a small business […]

Read More
Same sex female couple sharing domestic partnership

WHAT RIGHTS DOES A DOMESTIC PARTNER HAVE IN ESTATE PLANNING?

Gabriel Katzner - September 8, 2022 - Estate Planning

While your rights as a domestic partner may differ depending on the state you live in and possibly even the city or county, a domestic partner is unlikely to have the same rights as a spouse. What defines a domestic partnership? A domestic partnership is an alternative to marriage that any couple can choose if […]

Read More
Man taking notes of controlled medications

WHAT TO DO WITH CONTROLLED SUBSTANCES AFTER A LOVED ONE IS DECEASED?

Gabriel Katzner - August 30, 2022 - Estate Planning

At one of the most challenging times in your life, after the death of a loved one, it seems like there is a never-ending list of things to manage. Properly disposing of your loved one’s prescription medications and controlled substances may not be at the top of your list, but children or pets can be […]

Read More
board with the words mine, yours and ours written on it and a check mark on each representing that all the property is safe for all parts involved

A POUR-OVER TRUST CAN HANDLE YOURS, MINE, AND OURS

Gabriel Katzner - August 26, 2022 - Estate Planning

Many couples, especially those who have been married more than once, have accounts and property that they consider as yours, mine, and ours. Developing an estate plan to determine what happens to accounts and property that belong to one or the other partner in a couple and the account and property that belong to both […]

Read More
Owning real estate incurs liability

OWNING REAL ESTATE: THE LIABILITY AND PROTECTION OPTIONS

Gabriel Katzner - August 18, 2022 - Estate Planning

Real estate can refer to your primary residence, but it can also include a vacation home or rental property. Below, we take a look at the different types of real estate and make suggestions about the best form of ownership for each. Primary Residence A primary residence receives special tax treatment, so you’ll need to […]

Read More
Man at his computer drinking coffee and doing business with his social media

FIVE QUESTIONS TO ASK IF YOUR BUSINESS INVOLVES SOCIAL MEDIA

Gabriel Katzner - August 10, 2022 - Estate Planning

For some people, social media is a way to share content, opinions, and ideas. For others, social media is their business. If social media makes up a large part of your business model, here are five questions to ask yourself to ensure your online business is fully protected. Are you treating your online business like […]

Read More
Window to the outside and on the frame some plants and a picture with the words Estate Planning symbolizing plan for your future contemplating your home

HOW MARRIED COUPLES REDUCE FEDERAL ESTATES TAXES

Gabriel Katzner - August 1, 2022 - Estate Planning

HOW THE CLAYTON ELECTION AND DISCLAIMER OPTIONS HELP MARRIED COUPLES REDUCE FEDERAL ESTATES TAXES Married couples with larger estates face uncertainty about the federal estate tax exemption when the second spouse dies. Currently, the 2022 exemption amount for an individual is $12.06 million. However, current law reduces the exemption to $5 million (adjusted for inflation) […]

Read More
clear street with surrounding homes clear skies and a beautiful neighborhood

QUALIFIED PERSONAL RESIDENCE TRUST

Gabriel Katzner - July 26, 2022 - Asset Protection

Why you might need This Trust in the Future? According to the Internal Revenue Service, an estate tax is a tax on your right to transfer your property upon your death. The combined estate and lifetime gift tax limit for 2022 is $12,060,000, a very generous amount when compared to 2004-2005, which was $1,500,000. This […]

Read More
House with a For Sale sign in the front

REAL ESTATE DEEDS USED WHEN FUNDING YOUR TRUST

Gabriel Katzner - July 19, 2022 - Trust Administration

When using trusts in your estate plan, it is essential to fund the trust. Transferring your real estate from personal ownership to the Trust is essential to avoid the expensive and time-consuming probate process. To retitle your real estate in the trust’s name involves recording a deed with the local recording authority. Retitling your real […]

Read More
Dad and children looking at the trusts improvements made accordingly to their needs

COMMON TRUSTS: IMPROVEMENTS TO CHILDREN’S NEEDS

Gabriel Katzner - July 12, 2022 - Beneficiary

Parents want to ensure that their children feel that they are all treated fairly and feel equally valued. However, the reality is that all children do not need the same amount of financial help, especially in different phases of their lives. Parents may want to divide their property and accounts equally among their children in […]

Read More

Online Appointment Request

Schedule Consultation  

or

Call Our Office

  (855) 528-9637