California LGBT Estate Planning Attorney

Estate Planning Considerations for LGBTQ Couples

Gabriel Katzner - February 17, 2020 - Estate Planning

Regardless of your age, race, gender, or sexual orientation, properly protecting your future and your loved ones will require a plan. If you are an LGBTQ couple, you’ll need to factor some specific details into your estate plan. Each couple is unique, and you’ll want to ensure that your wishes are carried out and that […]

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San Diego Estate Planning Attorney

 Your Agent Under a Medical Power of Attorney Should Know

Gabriel Katzner - February 10, 2020 - Estate Planning

Your current health may be excellent, but the future is unknown, and you may suddenly become hurt, sick, or unable to make healthcare decisions for yourself. If you’re unconscious after an accident, for example, you’ll need someone to make those decisions for you. A medical power of attorney allows you to name a trusted person […]

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NYC Estate Planning Lawyer

How Strong Is a Handwritten Will?

Gabriel Katzner - February 4, 2020 - Wills

When Aretha Franklin passed away in 2018, her family and lawyer initially thought she had died without a will. But earlier this year, three handwritten wills were found in Franklin’s home in Detroit. Two from 2010 were locked in a cabinet and one from 2014 was found hidden under a couch cushion. Franklin’s attorney filed […]

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San Diego Estate Planning attorney

A New Year Means a New Estate Plan

Gabriel Katzner - January 21, 2020 - Estate Planning

Welcome to 2020! A new year is a time for optimism and new opportunities. It’s time to start fresh! But making New Year’s resolutions is not enough; you’ll also need to take action to make sure you and your loved ones are prepared for anything the future might bring.   Create a New Estate Plan in […]

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San Diego Estate Planning Attorney

How Can My Spouse’s Citizenship Status Affect My Estate Plan?

Gabriel Katzner - January 13, 2020 - Estate Planning

According to the Pew Research Center, 44.4 million foreign-born people lived in the US in 2017, 55% of whom were non-citizens. This means there are many occasions when a non-citizen may be the beneficiary of the estate of a U.S. citizen.  This may be the case, for example, if the non-citizen married a U.S. citizen. […]

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Bankruptcy and Your Estate Plan

Gabriel Katzner - January 6, 2020 - Estate Planning

During the period from June 30, 2018 to September 30, 2019, the country experienced 969,397 bankruptcy filings, a large number by any standard. Most of those who prepared estate plans during that time probably weren’t factoring bankruptcy into their equations. What happens to your estate if you file for bankruptcy protection, but die before you […]

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MASSIVE Change to Retirement Planning – The SECURE Act is Now Law

Gabriel Katzner - January 5, 2020 - Estate Planning

What Impact Will It Have On You and the Beneficiaries of Your Retirement Accounts Post Your Death? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act), effective January 1, 2020. The SECURE Act contains, by far, the most significant changes to retirement planning in a […]

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Productivity Tips for the New Year

Gabriel Katzner - December 30, 2019 - Estate Planning

Are you feeling bogged down by clutter, deadlines, and incomplete tasks? As we approach the new year ahead, make it your goal to do a few simple things over the course of a day or two that will bring you increased productivity and peace of mind for 2020. Tidy your Tech Just like your home, […]

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Who’s On Your Estate Planning Team?

Gabriel Katzner - December 26, 2019 - Estate Planning

Estate planning doesn’t just determine who gets to inherit your belongings when you’re gone. This process also helps you coordinate all aspects of your life so 1) you can be taken care of financially and healthcare wise if you’re ever unable to care for yourself, and 2) your money and property are distributed to the […]

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Ethical Wills – Passing Your Values to the Next Generation

Gabriel Katzner - December 16, 2019 - Estate Planning

Each person accumulates a wealth of knowledge and experience during a life well lived. No matter how wealthy you may be, you have a great deal to share with your loved ones. An ethical will, sometimes also called a legacy letter, is a great way to pass on the wisdom that you have acquired. This […]

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