estate planning for restaurateurs

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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Non-U.S. citizen estate plan

CAN A NON-U.S. CITIZEN CREATE AN ESTATE PLAN IN THE U.S.?

Gabriel Katzner - May 4, 2020 - Income Tax Planning

The United States has experienced a surge in immigration since 1970, and in 2019 alone, approximately 1,031,000 foreign nationals obtained lawful permanent resident status. It is essential for those individuals, just like U.S. citizens, to have estate plans in place. But there are several special issues non-citizens will need to consider as they move forward. […]

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charitable gifts can be cash, property or retirement account disbursements

CHOOSING A CHARITABLE GIFT

Gabriel Katzner - April 27, 2020 - Income Tax Planning

If you make a donation to a public charity, you are not limited to donating cash. Depending upon your finances and personal goals, you may be able to donate different types of accounts or pieces of property to the charity instead. Cash The fastest and easiest way to make a financial impact for your favorite […]

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COVID-19 and estate planning

COVID-19 AND THE IMPORTANCE OF ESTATE PLANNING

Gabriel Katzner - April 20, 2020 - Wills

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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