PROTECT YOUR RETIREMENT ACCOUNTS

PROTECT YOUR RETIREMENT ACCOUNTS USING A STANDALONE RETIREMENT TRUST

Gabriel Katzner - April 6, 2021 - Asset Protection

You have spent a lifetime building your retirement accounts. The asset protection they provide from creditors and a financial safety net for the future are benefits that lead all savvy investors to maximize their contributions each year. Do these same benefits carry-over when you pass your retirement account on to your spouse, child, or other […]

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Choosing a Trustee

Choosing a Trustee: Family, Friend, or Professional?

Gabriel Katzner - March 31, 2021 - Trust Administration

What is a Trustee? Trusts are legal entities into which you can transfer your property, accounts, and assets for the benefit of a living person. Many people establish trusts as an alternative to a Last Will and Testament.  Two Types of Trusts A revocable living trust is a trust you create and retain control over […]

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Joint Tenancy

Joint Tenancy: Five Atypical Situations

Gabriel Katzner - March 22, 2021 - Real Estate

Mark and Jennifer own a four-bedroom home in a suburb of Chicago. They have three young children and have been married for ten years. Mark is a stay-at-home father who has a small online freelance business. Jennifer is the VP of a major insurance company. They own the property under joint tenancy with rights of […]

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ACCIDENTALLY DISINHERIT YOUR OWN CHILDREN

PARENTAL WARNING: IF YOU OWN YOUR PROPERTY THIS WAY, YOU MAY ACCIDENTALLY DISINHERIT YOUR OWN CHILDREN

Gabriel Katzner - March 18, 2021 - Estate Planning

Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous.  Sadly, children – both minor and adult – are often disinherited. While there are several forms of joint ownership, the one most people use (and the one considered in this discussion) is called “Joint Ownership with Right of Survivorship.” When […]

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Protecting your interests as a beneficiary

PROTECTING YOUR INTERESTS AS A BENEFICIARY, DO YOU NEED AN ATTORNEY?

Gabriel Katzner - March 1, 2021 - Estate Planning

Imagine for a moment. Your Aunt Joanne is a multimillionaire businesswoman who lived in New York and ran two large corporations. She had several long-term relationships but never married. She never had children, though there is a rumor she adopted two young girls when she was in her thirties. Joanne has recently died. Joanne’s attorney […]

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Benefits and drawbacks of putting a timeshare in a trust

BENEFITS AND DRAWBACKS OF PUTTING A TIMESHARE IN A TRUST

Gabriel Katzner - February 22, 2021 - Trust Administration

Megan and Dan are interested in purchasing a timeshare in a condominium complex on their favorite beach. They have the opportunity to buy a two-week block of time that is fixed and a one-week block of floating time. This schedule works for them as they take a vacation at the same time each year. They […]

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Keeping your financial affairs private!

KEEPING YOUR FINANCIAL AFFAIRS PRIVATE!

Gabriel Katzner - February 16, 2021 - Trust Administration

Almost all would agree that 2020 was a year like no other. The lockdowns and the relentless barrage of news about COVID-19, the death rate, and problems with health care made even the most optimistic pause to consider their own mortality. Estate planners reported that an escalating number of new clients and clients they had […]

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Dual Citizenship and estate planning

DUAL CITIZENSHIP AND ESTATE PLANNING

Gabriel Katzner - February 8, 2021 - Estate Planning

Marta and Don have been married for almost thirty years. Marta was born in Canada and immigrated to the U.S. with her family when she was a teenager. She has maintained dual citizenship and owns property in both Canada and the U.S. Any U.S. citizen who has dual citizenship should be aware of the complex […]

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