Key Takeaways Adding a spouse to a mortgage requires lender approval because it changes the loan agreement. A deed proves property ownership, while a mortgage represents the loan obligation. Some lenders allow mortgage assumption so a spouse can take over the loan. Loan modification may allow adding a spouse without refinancing. Adding a spouse to […]
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When navigating property ownership in California, understanding the documentation involved is essential. One such crucial document is the grant deed. At Katzner Law Group, we specialize in estate planning, including real estate transfers for our estate planning clients, helping clients confidently manage the legal intricacies of property ownership. In this article, we explore the role […]
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At Katzner Law Group, we understand that navigating Medicaid eligibility can be complex, especially when considering residency in more than one state. A common question arises: Can you have Medicaid coverage in two states simultaneously? The straightforward answer is no; Medicaid is a state-specific program, and dual enrollment across states is not permitted. However, understanding […]
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At Katzner Law Group, clients often approach us with concerns about property ownership, especially in situations where their name is on the deed but not on the mortgage. This legal distinction can feel confusing and carries important implications for ownership rights, financial liability, and estate planning. Whether you’re in this position due to family arrangements, […]
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At Katzner Law Group, we understand that estate planning can be emotional and at times complex. A fundamental component of this process is deciding who will be the beneficiary of your assets. In simple terms, a beneficiary is an individual(s) or charity(ies) you legally designate to receive assets or benefits from your trust, estate, or […]
Read MoreAt Katzner Law Group, we know how easy it is to delay estate planning until it’s too late. Yet failing to put a Will or Trust in place can leave your loved ones navigating the strict rules of intestate succession in New York. When someone passes away without a valid will or trust, state law, […]
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At Katzner Law Group, we regularly work with clients who want to give generously to family and friends—without triggering unexpected tax bills. While giving gifts might seem straightforward, the IRS gift tax rules can make the process surprisingly complex. The good news? With proper planning, there are multiple legal ways to avoid paying gift tax […]
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At Katzner Law Group, one of the most frequently asked questions from clients considering challenging a will is: “Who pays the legal fees if I contest the will?” The answer depends on many factors, including the merits of the case, the court’s discretion, and the specific circumstances of the estate. Contesting a will can be […]
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When it comes to estate planning and marital property law, understanding how different states treat assets acquired during a marriage is essential. At Katzner Law Group, we help individuals and families in New York and California navigate the complex landscape of asset ownership, estate transfers, and inheritance law. One of the most significant distinctions in […]
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At Katzner Law Group, we often hear the question: What happens if someone dies without a will in California? Dying without a will—referred to as dying intestate—means the state decides how your estate is distributed, regardless of your personal wishes. Understanding what this means and how it impacts your loved ones is essential for anyone […]
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