FINANCIAL SMARTS PEAK AT 50, HERE’S HOW TO PROTECT YOUR OLDER SELF

Gabriel Katzner - January 14, 2016 - Estate Planning

A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50.  This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age. 4 Tips for Protecting Your Finances From Scams, Shams, and Schemes as You Age […]

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HOW TO MAKE YOUR INHERITANCE LAST

HOW TO MAKE YOUR INHERITANCE LAST

Gabriel Katzner - January 13, 2016 - Estate Planning

A 2012 study by Ohio State researcher Jay Zagorsky found that about one-third of Americans who receive an inheritance have negative savings within two years of getting their money, and of those who receive $100,000 or more, nearly one in five spends, donates, or simply loses it all.  If you are about to receive an […]

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WILLS VS. TRUSTS. TAKE CONTROL OF YOUR WEALTH DISTRIBUTION!

Gabriel Katzner - January 12, 2016 - Estate Planning

You work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Sadly, many people simply don’t understand the difference between wills and trusts and how they can affect inheritance. Don’t be one of them!  Take control of your wealth distribution by understanding what wills don’t […]

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WHO IS YOUR BENEFICIARY? MARILYN MONROE ULTIMATELY HAD NO IDEA

Gabriel Katzner - - Estate Planning

When creating a last will and testament, it’s important to know your beneficiary. Sadly, that’s not always the case. Marilyn Monroe, one of the world’s most famous icons, didn’t seem to have any idea to whom she left her money. Acting Coach & Psychiatrist Got Everything Marilyn Monroe died at the age of 36 from […]

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HOW TO AVOID SENDING YOUR LOVED ONES (AND ASSETS) THROUGH PROBATE WITH A REVOCABLE LIVING TRUST

Gabriel Katzner - January 8, 2016 - Estate Planning

(This is part 4 in a 4-part series). Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a revocable living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) or probate […]

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3 SIMPLE WAYS TO AVOID PROBATE COSTS

Gabriel Katzner - January 7, 2016 - Estate Planning

(This is part 3 in a 4-part series) The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state law. Depending on the probate’s complexity, fees can run into tens of thousands of dollars. The good news: probate costs can be reduced by avoiding probate. It’s […]

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Probate Takes So Long

HELP! THIS PROBATE IS TAKING FOREVER!!!

Gabriel Katzner - January 6, 2016 - Estate Planning

(This is part 2 in a 4-part series) After a loved one dies, their estate must be settled. While most people want the settlement process to be done ASAP, probate can take between 18 and 24 months. Yes, you heard that right. The time delays create unnecessary stress. 4 Reasons Probate Takes So Long There are many […]

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NOSEY NEIGHBOR NELLIE CAN FIND OUT ABOUT YOUR PROBATE. REALLY.

Gabriel Katzner - January 5, 2016 - Estate Planning

(This is part 1 in a 4-part series) Most people think of probate as a private process. However, since wills are filed at the courthouse, probated estates become a matter of public record. That means your nosey neighbor Nellie can simply go down to the courthouse or hop online and find out about your probate. […]

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CELEBRITIES WHO FAILED TO RECOGNIZE UNBORN CHILDREN IN THEIR WILLS: A TEACHABLE LESSON

Gabriel Katzner - - Estate Planning

Having an estate plan that protects and provides for your loved ones is not only smart, but it’s also necessary. Without one, your family, friends, or the charitable organizations you wish to provide for may not receive your gifts. It’s also important to remember to update your estate planning documents whenever something changes that would […]

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ARE HANDWRITTEN INTENTIONS ENFORCEABLE

ARE HANDWRITTEN INTENTIONS ENFORCEABLE? PRINCESS DIANA THOUGHT SO

Gabriel Katzner - - Estate Planning

Princess Diana of Wales was one of the world’s most loved celebrities – and one of the richest.  Her tragic death in 1997 was world news. The majority of her estate, reportedly worth $40 million at the time of her death, was divided between Prince William and Prince Harry in her estate plan. However, she […]

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