COVID-19 and estate planning

COVID-19 AND THE IMPORTANCE OF ESTATE PLANNING

Gabriel Katzner - April 20, 2020 - Trust Administration

Coronavirus has been a world-altering event, and for some people, what begins as a small cough can quickly escalate into a serious illness. Thankfully, for most, the symptoms appear to be mild. But it’s crucial for everyone, especially those in good health, to take steps to protect those around us who are more vulnerable if […]

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Protect your spouse with smart estate planning

PROTECT YOUR SPOUSE WITH SMART ESTATE PLANNING STRATEGIES

Gabriel Katzner - April 13, 2020 - Estate Planning

You have searched for and found your true love, and as you have built your life together, you’ve weathered storms and grown stronger because of them. To prepare for a future in which you may no longer be there for your spouse, you must plan now. As part of a married couple, you have certain […]

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Can you disinherit your spouse?

YOU CAN’T EASILY DISINHERIT YOUR SPOUSE

Gabriel Katzner - April 10, 2020 - Wills

In the U.S., it’s somewhat easy to disinherit family members like siblings, children, nieces, nephews, and grandchildren if you’re inclined. But it’s not easy to disinherit your spouse. In most states and the District of Columbia, you can’t intentionally disinherit your spouse unless your spouse agrees to receive nothing from your estate via a prenuptial or postnuptial agreement. […]

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Your divorce decree and estate planning

YOUR DIVORCE DECREE AND YOUR ESTATE PLANNING GOALS

Gabriel Katzner - April 3, 2020 - Estate Planning

The judge has recently signed your divorce decree. Now what? Although you may be tired of spending time and money on lawyers, you’ll still need to talk to an estate planning attorney. If you and your former spouse shared estate planning in the past, you’ll now need to make changes to avoid having your money […]

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The Lifetime QTIP Trust

THE LIFETIME QTIP TRUST: MANAGE YOUR ESTATE AND PROTECT YOUR RELATIONSHIP WITH YOUR SECOND SPOUSE.

Gabriel Katzner - March 30, 2020 - Estate Planning

Estate planning for couples with disproportionate assets who are married for the second or third time can be tricky. One solution—the Lifetime QTIP Trust—allows the well-to-do spouse to maintain control of their property and wealth, but also protect and provide for the other spouse.    Creating a Lifetime QTIP Trust A “QTIP Trust” (qualified terminable interest […]

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Estate planning for a special needs child or grandchild is important.

PROTECT YOUR SPECIAL NEEDS BENEFICIARIES

Gabriel Katzner - March 27, 2020 - Estate Planning

From the moment of their birth, we all make plans to ensure that our children and grandchildren have a bright future. What will the child’s interests be? What job will they have? Who will they marry? And for a special needs child or grandchild, how can we make sure they have a safe, happy, and […]

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Ancillary Probate

ANCILLARY PROBATE: WHAT IT IS AND HOW TO AVOID IT

Gabriel Katzner - March 23, 2020 - Trust Administration

If you own property in more than one state, for example, a vacation home or a car titled in a state outside the one where you live, you’ll need to factor that property into your estate plan. This kind of ownership may necessitate an additional probate proceeding called ancillary probate. With the right estate planning […]

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It is essential to understand revoking powers of attorney

IMPORTANCE OF PROPERLY REVOKING POWERS OF ATTORNEY

Gabriel Katzner - March 17, 2020 - Estate Planning

It’s a good idea to keep all of your estate planning documents updated, but your financial power of attorney is one document that should be reexamined more frequently than others.  Revisiting your financial power of attorney will help ensure that the agent you’ve appointed is still the person you’d want managing your affairs if you […]

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How you title real estate matters

REAL ESTATE: YOUR TITLE MATTERS

Gabriel Katzner - March 2, 2020 - Asset Protection

Real estate can take on different forms of ownership, and understanding how your real estate is owned, or “titled,” can help you determine how much control you have over your asset. You can better understand how susceptible your property is to creditors, and what will happen to it upon your death. Below are some common […]

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