wills vs trusts

WILL VS. TRUST: WHICH SHOULD YOU CHOOSE?

Gabriel Katzner - July 24, 2019 - Wills

As you create your estate plan, you’ll need to address a host of questions, for example: If something happens to you, who should assume ownership of your home? Who should run your family business? Can your estate serve as a college fund for your grandkids? What charities should receive your support?  Before you delve into […]

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asset protection tips

3 ASSET PROTECTION TIPS YOU CAN USE RIGHT NOW

Gabriel Katzner - July 4, 2019 - Asset Protection

If you think only wealthy people or those in high-risk professions need to worry about lawsuits, take a closer look. The truth is, anyone can be sued, and no matter how risky your job or how high your net worth, it’s a good idea to have an asset protection plan in place. Car accidents, foreclosures, […]

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The trust protection myth

THE TRUST PROTECTION MYTH

Gabriel Katzner - June 27, 2019 - Trust Administration

Your Revocable Trust: It May Not Protect You from Lawsuits Here’s a common myth about revocable trusts: Many people believe that when they set up and transfer assets to a Revocable Living Trust, lawsuits can’t touch these assets, and anything placed in the trust will be protected from legal action. This is a false assumption […]

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discretionary trusts

DISCRETIONARY TRUSTS: PROTECT YOUR BENEFICIARIES FROM POOR DECISIONS AND OUTSIDE ACTORS

Gabriel Katzner - June 20, 2019 - Trust Administration

You’d like to leave your assets to your children and other beneficiaries after you’re gone, and you’re inclined to choose the simplest and easiest form of distribution. Unfortunately, without some built-in protections, a simple distribution can make your inheritance vulnerable to creditors, predators, ex-partners, or divorcing spouses, as well as a second estate tax upon […]

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Talking to your parents about their estate plan

TALKING TO YOUR PARENTS ABOUT THEIR ESTATE PLAN

Gabriel Katzner - June 4, 2019 - Estate Planning

If you’re a member of the often-underappreciated “sandwich generation”, you’re taking responsibility for the care of your parents and your children simultaneously. And part of this responsibility includes asking your parents about their estate plan. They will control the final details of their plan, of course, but it’s essential that they have one, and you […]

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power of attorney and guardian

CHOOSING A GUARDIAN FOR YOURSELF

Gabriel Katzner - May 30, 2019 - Estate Planning

As estate planning experts, we often talk to clients about choosing guardians for family members in the event these family members can’t care for themselves. If your child is left without parents, she’ll need a guardian. If your parents can’t manage their care, they may need a guardian. But what about you? What will happen […]

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life changes affect your estate planning

LIFE CHANGES CAN REQUIRE CHANGES TO YOUR ESTATE PLAN

Gabriel Katzner - May 24, 2019 - Estate Planning

The first serious approach to estate planning usually takes place when people decide to start a family. And for the average person, this is also about the time when estate planning stalls or enters an indefinite hold. Once they’ve created a plan, people tend to place it on a shelf as they attend to their […]

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5 Tips for Receiving an Inheritance

5 TIPS FOR RECEIVING AN INHERITANCE

Gabriel Katzner - May 21, 2019 - Estate Planning

Anticipating and receiving an inheritance can be an emotionally complicated undertaking. Losing a loved one can be frightening beforehand and upsetting afterward, and adding monetary gain to the equation can lead to a disorienting mix of feelings. Compounding the challenges of the process, most people don’t adjust easily—or wisely—to sudden changes in their financial status. […]

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