Estate Planning Lawyer Blog ⎮ Katzner Law Group, PC

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 […]

San Diego Probate Attorney And Trust Administration

Administering a Hoarder’s Estate: What You Should Know

Gabriel Katzner - July 13, 2020 - Estate Planning

Hoarding is not to be confused with general messiness, and it’s not an accurate way to describe someone who stockpiles a six-month supply of toilet paper. It’s actually a serious mental disorder that prevents people from discarding items, regardless of their value, and generates severe stress at the mere thought of doing so. It’s very […]

Your Time Is Valuable. Don’t Put off the Estate Planning Process

Gabriel Katzner - July 6, 2020 - Estate Planning

If you’re a nurse, doctor, or frontline healthcare worker, you tirelessly care for others and may not have a lot of free time to work on your estate planning. But if you can answer the following questions or at least think them through, you can get a jump start on the estate planning process today. […]

Special Estate Planning Considerations for Art and Other Collections

Gabriel Katzner - June 22, 2020 - Estate Planning

Many people are passionate about their collections, both the financially valuable (art or stamps) and the sentimentally valuable (mementos and postcards). If you have a collection—no matter its monetary value—you’ll want to include your treasures in your estate plan. Make arrangements in advance to ensure that the collection is handled in the way you want, […]

State Estate and Inheritance Taxes: Do They Exist in Your State and How Can you Plan for Them?

Gabriel Katzner - June 15, 2020 - Estate Planning

The federal gift and estate tax exclusion is currently very high; in 2020, the amount equals $11.58 million for an individual and $23.16 million for a married couple. At this level, only very wealthy people need to be concerned about taxes at the federal level. This may change in 2026, when the increased exclusion amount […]

Caught in the Undertow: How a Missing or Weak Estate Plan Could Leave Your Family Overwhelmed

Gabriel Katzner - June 8, 2020 - Estate Planning

Many people love to spend their summers at the beach, but experienced beachgoers know that unseen dangers can lie behind the joys of the sun and sand. For example, the undertow is a powerful water current below the surface, that moves away from shore as the waves approach. The undertow can knock a person off […]

Take Care of Yourself with an Estate Planning Prescription

Gabriel Katzner - June 1, 2020 - Estate Planning

To all front-line and essential workers: Thank you for all of your hard work. You tirelessly give of yourself to care for the most vulnerable members of our society. In hospitals, therapy rooms, and patients’ homes, you protect them and you help them get the most out of today and gain a better tomorrow. You […]

Charitable Planning: How to Proceed

Gabriel Katzner - May 25, 2020 - Estate Planning

You may decide to give to a charity because you believe strongly in a cause or organization, but there are also additional personal benefits to this move that you may or may not have considered. For example, charitable giving can reduce your yearly income tax bill and remove value from your estate which can help […]

Unclaimed Property – Where to find it, and What it Means for Your Estate Plan

Gabriel Katzner - May 18, 2020 - Estate Planning

Most of us can’t imagine simply losing track of money or property. But no matter how careful we are with our finances, it is possible for utility deposits, credit balances, unused gift certificates, bank accounts, and other types of funds (sometimes large!) to accidentally slip through the cracks. Across the country, there are billions of […]

Estate Planning Considerations for Restauranteurs

Gabriel Katzner - May 11, 2020 - Estate Planning

If you are a restaurant owner, like most business owners, you have many demands on your time, but you should still set aside a few hours to create an estate and business succession plan. If you become ill or pass away, who will run the business? Is there someone else who can make payroll and […]

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