At Katzner Law Group, families often ask an important and emotional question: can two siblings have power of attorney for a parent at the same time? The answer is yes. Two siblings can legally share power of attorney as co-agents, allowing them to jointly manage a parent’s financial or medical affairs. When structured correctly, this […]
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At Katzner Law Group, one of the most common estate planning questions we hear is: what is joint tenancy with right of survivorship, and how does it affect what happens to property after someone passes away? Joint tenancy with right of survivorship, often abbreviated as JTWROS, is a form of shared ownership that can play […]
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When families begin the probate process, one of the most common questions a New York probate lawyer at Katzner Law Group hears is: Can co-executors act independently, or do they have to agree on everything? The short answer, in most situations, is no. Co-executors are generally required to act together. Understanding how this shared authority […]
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If you or a loved one are applying for Medicaid, a Medicaid planning attorney in New York can answer a common question: does receiving a cash gift affect Medicaid eligibility? The short answer is yes. Medicaid has strict rules when it comes to gifts and asset transfers. Understanding these rules is essential to avoid disqualification […]
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Creating a will is one of the most important steps in protecting your legacy, and as any New York probate lawyer will tell you, it must be valid to ensure that your wishes are honored. However, not all wills hold up in court. In fact, certain legal or procedural missteps can render a will invalid. […]
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If you or a loved one have ever needed long-term care, you may already be familiar with Medi-Cal, California’s Medicaid program, and with the questions a San Diego medical planning attorney helps families answer. But what many families don’t realize is that Medi-Cal benefits come with a potential string attached: the Medicaid Estate Recovery Program […]
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Anna lives in upstate New York. She is the only child of her recently deceased mother. Her father died nearly a decade ago. Anna is the executor of her mother’s estate. She recently made an appointment at her local bank to access her mother’s account. The bank representative said that she could not have access […]
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When it comes to safeguarding real estate assets in California, every San Diego asset protection attorney at Katzner Law Group understands that privacy and protection are key. Katzner Law Group helps property owners across San Diego and California navigate estate planning tools like land trusts, which can serve as an effective layer in your asset […]
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When it comes to asset protection, privacy, and long-term estate planning, any San Diego asset protection attorney will tell you that few tools offer as much versatility as a land trust. At Katzner Law Group, we work with individuals and families to establish strategic trust-based plans tailored to their real estate and legacy goals. In […]
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When planning an estate, many people focus on major assets like real estate or specific bequests to loved ones. However, what happens to everything else, the bank accounts not mentioned, stocks overlooked, or property acquired late in life? This is where a residuary trust comes in. At Katzner Law Group, our experienced estate planning attorneys […]
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