Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?

Gabriel Katzner - May 4, 2020 - Estate 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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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 the Importance of Estate Planning

Gabriel Katzner - April 20, 2020 - Estate Planning

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 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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San Diego Estate Planning Attorney

You Can’t Easily Disinherit Your Spouse

Gabriel Katzner - April 10, 2020 - Estate Planning

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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Leaving Wealth to your Children: Which Distribution Method Is Best?

Gabriel Katzner - April 6, 2020 - Estate Planning

If you are a parent, you love to help your children and leaving them an inheritance is a tangible way to show your love after you are gone. There are a variety of ways that you can do this, and you should choose the method that best takes your goals, including their wellbeing, into account. […]

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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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San Diego Estate Planning Lawyer

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 […]

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San Diego Estate Planning Attorney

Protect Your Special Needs Beneficiaries

Gabriel Katzner - March 27, 2020 - Estate Planning

From the moment of their birth, we all make plans to ensure that our children and grandchildren have a bright future. What will the child’s interests be? What job will they have? Who will they marry? And for a special needs child or grandchild, how can we make sure they have a safe, happy, and […]

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Ancillary Probate: What it is and How to Avoid It

Gabriel Katzner - March 23, 2020 - Estate Planning

If you own property in more than one state, for example, a vacation home or a car titled in a state outside the one where you live, you’ll need to factor that property into your estate plan. This kind of ownership may necessitate an additional probate proceeding called ancillary probate. With the right estate planning […]

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