First of 3 main myths about Estate Planning

3 MYTHS ABOUT ESTATE PLANNING

Gabriel Katzner - February 8, 2022 - Estate Planning

Emotional barriers keep many people from estate planning, even if they know what they want to do. It isn’t easy to acknowledge that we will not be on this earth forever. As much as you may want to believe, there is plenty of time to get your estate in order. No one has any certainty […]

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The rule against perpetuities contained in a trust document

THE RULE AGAINST PERPETUITIES

Gabriel Katzner - February 4, 2022 - Estate Planning

Are you a person who reads every word of an instruction booklet or, more relevant to estate planning, a trust document? If so, you may see a reference to Joseph P. Kennedy and his descendants and wonder why he is listed in your trust. Since many people have experienced identity theft or know someone who […]

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Cryptocurrency estate

INCORPORATING CRYPTOCURRENCY INTO YOUR ESTATE PLANNING

Gabriel Katzner - January 24, 2022 - Estate Planning

By the end of 2021, the overall market value of cryptocurrencies hit $3.3 trillion. Though cryptocurrencies have only been around for a decade or so, many investors are enjoying an exponential increase in value. As a result, investors have become more comfortable with tokens such as Bitcoins and networks like Ethereum and Solana. They enjoy […]

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Home keys passed down to a life estate beneficiary

LIFE ESTATE: PASSING YOUR HOME TO YOUR BENEFICIARY

Gabriel Katzner - January 21, 2022 - Asset Protection

Terrence and Liz are empty-nesters in their family home. They have one living daughter, Janis. The couple is meeting with their estate planning attorney to learn more about life estates. They would like to pass ownership of the family home to Janis and, if possible, would like to avoid probate. A home is one of […]

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Mental Illness relative building her Estate Plan

 ESTATE PLANNING FOR LOVED ONES WITH MENTAL ILLNESSES

Gabriel Katzner - January 18, 2022 - Estate Planning

Physical illnesses are a common trigger for people to think about estate planning, but mental illness should also be. About one in five American adults experience mental illness each year. The pandemic has uncovered many of the flaws in our healthcare system. Hopefully, a better understanding of mental health will remove stigmas that prevent people […]

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Man signing his Life Insurance policy in New York City

LIFE INSURANCE: WHAT YOU NEED TO KNOW

Gabriel Katzner - January 14, 2022 - Asset Protection

Life insurance can be an important part of your estate plans. Having the right life insurance coverage can help ensure that the right amount of money is available to fulfill your plans for your loved one’s future. Life insurance makes it possible to care for your loved ones even when you are no longer here. […]

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Life Insurance Policy in New York City

YOUR LIFE INSURANCE MAY NOT GO TO THE BENEFICIARIES YOU INTENDED

Gabriel Katzner - January 11, 2022 - Estate Planning

Life insurance is a policy you buy to protect your loved one’s financial interests. No one likes to consider a reality in which they are not in their loved one’s life, but life is uncertain, and it could happen. To make the uncertain more palatable, many people purchase life insurance. Whether you have debts, you […]

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Estate Planning Attorney Talking about Trust Decanting

TRUST DECANTING: WHY AND HOW TO REVISE A TRUST

Gabriel Katzner - January 4, 2022 - Estate Planning

Estate planning documents are carefully considered plans. For this reason, it is important to balance the desire for flexibility with the concern that changes may be made without considering the potential implications of those changes. When a trustmaker dies, their revocable living trust becomes irrevocable. Other trusts are irrevocable from inception. But, what happens if […]

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First Responders at work after protecting themselves with an estate plan

FIRST RESPONDERS ESTATE PLANNING & PROTECTION

Gabriel Katzner - December 28, 2021 - Estate Planning

First responders across the U.S. have worked tirelessly throughout the COVID-19 pandemic to protect and treat the ill and injured at substantial risk to themselves. No one wanted to learn about SARS-CoV-2, the virus that causes COVID-19, in the middle of a pandemic. A lack of knowledge on how the virus will behave and how […]

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Family heirloom passed down through Estate Planning in San Diego

FAMILY HEIRLOOMS AND ESTATE PLANNING

Gabriel Katzner - December 24, 2021 - Estate Planning

If the passing of heirlooms from one generation to the next is not handled with care it can lead to long-lasting family disagreements. It is clearly not your intention that your children not speak because one received a valued, though maybe not valuable, picture of their grandfather while the other received a set of silver […]

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