Minimizing Estate Taxes: Strategies to Preserve Wealth for Future Generations

Minimizing Estate Taxes: Strategies to Preserve Wealth for Future Generations

Gabriel Katzner - August 10, 2023 - Asset Protection

Minimizing estate taxes requires careful planning and taking the time to consider multiple different strategies. Since estate tax laws vary by state, it is essential to consult with an estate attorney to determine the most suitable strategies for your particular circumstances. Here are ten common strategies used to reduce estate taxes. 1. Charitable trusts and […]

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The Hidden Strategies: Unveiling the Secrets of Trust Planning

Gabriel Katzner - August 2, 2023 - Trust Administration

Planning how you will pass your estate to your loved ones can be anxiety provoking. You may have a Last Will and Testament and know you want to establish a trust but feel overwhelmed by the options. A constantly changing global economy, shifting tax codes, and changes in your family structure, needs, and goals can […]

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Elder couple securing their retirement pension fund with their attorney

UNDERSTANDING PENSION TRUSTS

Gabriel Katzner - July 24, 2023 - Retirement

A pension trust is an employee retirement trust that is funded by the employee and employer and managed by a trustee to provide financial security for employees after they retire.   The trustee of a pension trust is responsible for investing the funds, collecting earnings and interest, and distributing benefits to eligible employees.   The […]

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QUALIFIED FUNERAL TRUSTS: PREPAY YOUR EXPENSES

Gabriel Katzner - July 19, 2023 - Estate Planning

A qualified funeral trust (QFT) is a type of trust that is used to pay for funeral and burial expenses. It allows people to pre-plan and set aside money to pay for these end-of-life costs without worrying whether long-term care costs will go through all their assets before they are eligible for Medicaid.   A […]

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DOMESTIC SELF-SETTLED TRUST FOR ASSET-PROTECTION

Gabriel Katzner - July 11, 2023 - Asset Protection

A self-settled trust is a type of trust in which the settler, or the person who created the trust, is also the beneficiary. This type of trust varies from the typical trust in which the grantor’s assets are conveyed into a trust for the benefit and protection of others. Settlers use a self-settled trust to […]

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Multigenerational family gathered together from great grand parents to great grand sons posing for the picture in casual multicolored clothing

DYNASTY TRUSTS: MULTIGENERATIONAL ESTATE PLANNING

Gabriel Katzner - June 27, 2023 - Trust Administration

A dynasty trust (also known as a perpetual trust) is an irrevocable trust that can span more than two generations. In fact, it can theoretically last forever or as long as the trust money and property remain. As an irrevocable trust, dynasty trusts offer tax minimization and asset protection. Because the rules of an irrevocable […]

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Couple with a world map and notebook planning for their next vacation

Avoiding Costly Mishaps on Vacation

Gabriel Katzner - June 19, 2023 - Guardianship

Almost everyone loves an adventure. Some people enjoy the planning aspects of a vacation as much as actually going on the trip. Even the best-laid plans can go awry. That is why it is a great idea to assemble a planning team before going on your next adventure. If you are traveling to another country […]

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Egg being fertilized in-vitro process seen through a microscope lens

Impact of Assisted Reproductive Tech on Estate Planning

Gabriel Katzner - June 12, 2023 - Beneficiary

According to the Centers for Disease Control and Prevention, 326,468 assisted reproduction technology (ART) cycles were performed at 449 clinics, resulting in 79,942 live-born infants in 2020. This is approximately 2% of all infants born in the United States. ART involves all fertility treatments in which eggs or embryos are handled. The main type of […]

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How a Spousal Lifetime Access Trust Works

Gabriel Katzner - June 7, 2023 - Trust Administration

A spousal lifetime access trust (SLAT) is a trust created by one spouse (trustmaker spouse) for the benefit of the other (beneficiary spouse).   This estate planning tool can be used to retain as much control over your property and assets as possible while not paying any more taxes than you have to.   Spousal […]

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Man in suit holding a notebook with inscription in silver words that say cohabitation agreement

COHABITATION: A NEW NORM THAT REQUIRES LEGAL PLANNING

Gabriel Katzner - May 30, 2023 - Asset Protection

Cohabitation without marriage is becoming more common in the U.S. Buying a home with your partner may make financial sense, but it can come with some legal complications. While most couples do not go into a relationship planning for when it will end, it can happen, and sharing everything may lead to some unintended consequences. […]

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