family on vacation with estate affairs in order

A BEFORE-VACATION ESTATE PLANNING CHECKLIST

Gabriel Katzner - March 21, 2023 - Travel

Before heading off to your next great adventure, take a few minutes to review this quick checklist and identify an important estate planning issue you may need to address. Do you have a basic estate plan? Have you met with your estate attorney to create an estate plan: a set of instructions that are memorialized […]

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different crypto coins placed on top of a mobile phone with crypto app open saved with password, don't make the mistake of not having and estate plan

LESSONS FROM CRYPTOCURRENCY INVESTOR MISTAKES

Gabriel Katzner - March 14, 2023 - Asset Protection

Cryptocurrency is an amazing advancement that allows for secure and private transactions. However, extreme security and privacy can backfire if you lose the ability to access your cryptocurrency or never tell anyone how to access it upon death. Because cryptocurrency is so new, your estate plan may not include information about your cryptocurrency investments, which […]

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Man analyzing administrative data on a computer

A CHECKLIST FOR HIRING  A PROFESSIONAL TRUSTEE

Gabriel Katzner - March 6, 2023 - Trust Administration

If you have a trust as part of your estate plan, one of the most important decisions you will make is choosing your successor trustee.   This person will oversee your trust and manage it according to your wishes stated in your trust documents.   The trustee’s work can be time-consuming and complicated in larger […]

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Big brick house with a large beautiful green lawn

PLACE YOUR HOME IN A QUALIFIED PERSONAL RESIDENCE TRUST

Gabriel Katzner - February 27, 2023 - Estate Planning

What is a Qualified Personal Residence Trust?   A Qualified Personal Residence Trust (QPRT) is a type of irrevocable trust that allows the owner of a personal residence to transfer the title and ownership of their home to their trust for a set number of years, usually 5-20. When the QPRT  terminates, home ownership is […]

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Grantor-beneficiaries-letter-taxes-lawyer

BENEFITS OF INTENTIONALLY DEFECTIVE GRANTOR TRUSTS

Gabriel Katzner - February 16, 2023 - Trust Administration

Intentionally defective grantor trusts (IDGT) are designed to be tax-inefficient for the grantor but tax-efficient for the trust’s beneficiaries. They can be an excellent estate planning tool for minimizing estate taxes and maximizing accounts and property that is passed to your beneficiaries. The grantor of the trust, not the trust itself, retains certain powers over […]

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Note book with words pros and cons written next to each other and a pen on the side

THE PROBATE SYSTEM: PROS AND CONS

Gabriel Katzner - February 7, 2023 - Probate

Often you hear the drawbacks of the probate system and how it should be avoided at all costs, but the probate system was established to protect the decedent’s accounts and property, and the financial security of the family, whenever possible. Probate is the legal process for dissolving an estate, whether the decedent has a last […]

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Married couple consolidating their trust

CONSOLIDATING MARITAL TRUSTS INTO ONE

Gabriel Katzner - February 1, 2023 - Trust Administration

If a married couple has the same beneficiaries, i.e., their children, does this mean the children will always have multiple trusts to deal with? The couple may choose to have joint or individual trusts. Keeping track of the property and accounts owned and invested in each trust can be complicated, especially if the estate is […]

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Woman appointed excecutor of a will sitting infront of her computer covering her face with her hands in an overwhelmed fashion

TIPS FOR OVERWHELMED EXECUTOR TO LIGHTEN THEIR LOAD

Gabriel Katzner - January 22, 2023 - Probate

Being the trusted executor of a friend’s or loved one’s Estate is quite an honor, and it may come with responsibilities that could feel daunting at times. Like all management roles, it takes organization, foresight, and attention to detail to be an effective executor.   Probate is a legal process where a special court oversees the […]

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Men discussing his last will and testament with a woman

PROBATE DISASTERS: LESSONS FROM CELEBRITIES

Gabriel Katzner - January 16, 2023 - Probate

Some people think estate planning is only for the rich and famous. Some rich and famous forget to ensure they have a full and current estate plan. Both are mistakes and can cost your loved one’s time and money as your estate progresses through probate, and people have to guess your intentions. Prince, Whitney Houston, […]

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Key with inscription reading inherited property on top of documents

SHOULD YOU ACCEPT YOUR INHERITANCE?

Gabriel Katzner - December 28, 2022 - Estate Planning

Inheriting money or property brings mixed emotions. You may be experiencing a significant loss, but you are also receiving a gift. The question is: is it a gift that you want? Your inheritance may provide new opportunities that lead to a better life, but it can also present unintended logistical or financial difficulties that you […]

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