How you title real estate matters

REAL ESTATE: YOUR TITLE MATTERS

Gabriel Katzner - March 2, 2020 - Asset Protection

Real estate can take on different forms of ownership, and understanding how your real estate is owned, or “titled,” can help you determine how much control you have over your asset. You can better understand how susceptible your property is to creditors, and what will happen to it upon your death. Below are some common […]

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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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Get your medical power of attorney the information they need

WHAT 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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spouse's citizenship can affect your estate planning

HOW CAN MY SPOUSE’S CITIZENSHIP STATUS AFFECT MY ESTATE PLAN?

Gabriel Katzner - January 13, 2020 - Estate Planning

According to the Pew Research Center, 47.8 million foreign-born people lived in the US in 2023, 23% 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 HOW IT AFFECTS YOUR ESTATE PLAN

Bankruptcy And How It Affects Your Estate Plan

Gabriel Katzner - January 6, 2020 - Estate Planning

Between June 30, 2023, and September 30, 2024, the United States experienced a significant increase in bankruptcy filings. For the 12-month period ending June 30, 2024, there were 486,613 bankruptcy cases filed, marking a 16.2% rise from the 418,724 cases filed in the previous year. This upward trend continued, with 504,112 filings recorded for the […]

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secure act

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

Productivity Tips for the New Year

Gabriel Katzner - December 30, 2019 - Income Tax 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?

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 will

Ethical Wills – Passing Your Values to the Next Generation

Gabriel Katzner - December 16, 2019 - Wills

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 can […]

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529 plans are used to fund a college education.

529 Plans – Funding a Child’s Education

Gabriel Katzner - December 9, 2019 - Estate Planning

According to U.S. News and World Report, the average cost of tuition and fees for 2019/2020 is $10,116 at an in-state public university and $36,801 at a private university. This excludes housing, books, and meal plans, which typically add thousands of dollars. There are many ways that you can save for your children’s or grandchildren’s […]

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