productivity tips for the new year

PRODUCTIVITY TIPS FOR THE NEW YEAR

Gabriel Katzner - December 30, 2019 - Income Tax Planning

Are you feeling bogged down by clutter, deadlines, and incomplete tasks? As we approach the new year ahead, make it your goal to do a few simple things over the course of a day or two that will bring you increased productivity and peace of mind for 2020. Tidy your Tech Just like your home, […]

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Who's on your estate planning team?

WHO’S ON YOUR ESTATE PLANNING TEAM?

Gabriel Katzner - December 26, 2019 - Estate Planning

Estate planning doesn’t just determine who gets to inherit your belongings when you’re gone. This process also helps you coordinate all aspects of your life so 1) you can be taken care of financially and healthcare wise if you’re ever unable to care for yourself, and 2) your money and property are distributed to the […]

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ethical will

ETHICAL WILLS – PASSING YOUR VALUES TO THE NEXT GENERATION

Gabriel Katzner - December 16, 2019 - Wills

Each person accumulates a wealth of knowledge and experience during a life well-lived. No matter how wealthy you may be, you have a great deal to share with your loved ones. An ethical will, sometimes also called a legacy letter, is a great way to pass on the wisdom that you have acquired. This can […]

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529 plans are used to fund a college education.

529 PLANS – FUNDING A CHILD’S EDUCATION

Gabriel Katzner - December 9, 2019 - Estate Planning

According to U.S. News and World Report, the average cost of tuition and fees for 2019/2020 is $10,116 at an in-state public university and $36,801 at a private university. This excludes housing, books, and meal plans, which typically add thousands of dollars. There are many ways that you can save for your children’s or grandchildren’s […]

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Estate Planning for stepchildren and step-grandchildren

ESTATE PLANNING FOR STEPCHILDREN AND STEP-GRANDCHILDREN

Gabriel Katzner - December 2, 2019 - Estate Planning

The structure of families has changed in the United States in recent decades.  According to statistics cited by the Pew Research Center, six out of ten who remarry are part of blended families, and in about half of those remarriages, stepchildren live with the remarried couple. If you or your grown children are part of […]

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Estate Planning - Adoption Attorney in NYC and San Diego.

NATIONAL ADOPTION MONTH: YOUR NEW FAMILY MEMBER AND YOUR ESTATE PLAN

Gabriel Katzner - November 26, 2019 - Estate Planning

November is National Adoption Month, a month in which we focus on adoption, adoption issues, and the children within the adoption system who need permanent, loving homes. Thousands of children are adopted each year, bringing joy and love to their new families. If you’re part of one of these families, now is a great time […]

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Property ownership requires asset protection.

RENTAL PROPERTY OWNERSHIP AND ESTATE PLANNING

Gabriel Katzner - November 19, 2019 - Asset Protection

Airbnb and similar alternatives to hotel stays are growing in popularity among homeowners and vacationers. If you’re considering opening your home to travelers, or if you have a home or other rental property that generates income, the following asset protection and estate planning considerations will be helpful. Owners Need Protection from Liability In any rental […]

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NYC and San Diego Estate Planning attorney Gabriel Katzner explains facts about RLTs

THE ABCs OF RLTs: REVOCABLE LIVING TRUSTS

Gabriel Katzner - November 11, 2019 - Asset Protection

A revocable living trust (RLT) is a commonly used estate planning tool. But what exactly are RLTs, and what do they accomplish? Who do they impact, and how can they be changed? What are Revocable Living Trusts?  Trusts are legal entities that hold title to property for the benefit of a living person, and a […]

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Refuse an Inheritance

WHAT IF I REFUSE AN INHERITANCE?

Gabriel Katzner - November 7, 2019 - Income Tax Planning

An inheritance might seem like a positive event or a beneficial financial windfall, but there are several circumstances in which declining an inheritance might be a good idea. If you comply with certain requirements, the law does allow you to refuse an inheritance if you choose. This rejection is called a “disclaimer,” and is defined […]

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protect yourself and family from identity theft

IDENTITY THEFT – AN IMPORTANT ESTATE PLANNING ISSUE

Gabriel Katzner - October 28, 2019 - Asset Protection

No grieving family wants to add identity theft to their list of worries during an already difficult time. Unfortunately, a growing number of identity thieves have targeted the identities of deceased people and older adults, using names and other identifying information to obtain credit cards, loans, refunds based on fraudulent tax returns, and even false […]

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