What is a transfer-on death deed

EVERYTHING ABOUT TRANSFER-ON-DEATH DEED

Gabriel Katzner - March 29, 2022 - Probate

A transfer-on-death-deed (TOD deed)  also known  as a beneficiary deed can be a helpful estate planning tool but it is not allowed in every state. A transfer -on-death deed lets you transfer your property to your beneficiary upon your death (as long as you still own it) without going through probate. Like a living trust, you […]

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Katzner Law Group Webinar

ESTATE PLANNING FOR YOUR CHILDREN

Gabriel Katzner - March 21, 2022 - Estate Planning

Why is estate planning important? Probably you are wondering. If I don’t have my estate plan, won’t my spouse and children get my assets anyway? The answer is yes, they will get your assets, but they may not get them how you want when you want, or in a way that you would want The […]

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Is a hand written will legal?

Gabriel Katzner - March 19, 2022 - Wills

HOW STRONG IS A HANDWRITTEN WILL?  When Aretha Franklin,  passed away in 2018, her family and lawyer initially thought she had died without a will.But in early 2020, 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 […]

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probate court reviewing a last will

SHOULD YOU EVER WANT TO GO TO PROBATE COURT?

Gabriel Katzner - March 14, 2022 - Estate Planning

Most people want to avoid probate court and look for legal strategies that will allow them to pass their money and property from one generation to the next without going to probate court. But, is there ever a time when probate court is the best option? What exactly is probate court? Probate court is a […]

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Young college Athlete staring into his financial future

PROTECTING THE FINANCIAL FUTURE OF COLLEGE ATHLETES

Gabriel Katzner - March 5, 2022 - Estate Planning

As of July 1, 2021, college athletes can profit from their name, image, and likeness (NIL). The National Collegiate Athletic Association (NCAA) policy allows college athletes and recruits to make money from endorsements, autograph signing, and personal appearances as long as they follow applicable state laws. The NCAA has long been criticized for its ability […]

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Future education provided for the beneficiary of an estate plan

HEMS: HEALTH, EDUCATION, MAINTENANCE, AND SUPPORT

Gabriel Katzner - February 26, 2022 - Asset Protection

Jack and Leticia are establishing a trust. They would like to help their son, Jack Jr., through college but want to retain control of their financial help. Jack Jr. is not known for his financial aptitude. He regularly blows through his allowance and is caught short-handed when it is time to pay his bills. Jack […]

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Woman funding her Trust

TITLING EVERYTHING CORRECTLY WHEN FUNDING YOUR TRUST

Gabriel Katzner - February 15, 2022 - Trust Administration

Quincey and Jaide are meeting with their estate planning attorney. They are drafting their trust agreement. They are excited to take this important step towards ensuring financial security for their family. Writing the trust agreement is a formal statement that provides guidance on how they want their accounts and property distributed. Speaking of accounts and […]

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First of 3 main myths about Estate Planning

3 MYTHS ABOUT ESTATE PLANNING

Gabriel Katzner - February 8, 2022 - Probate

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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