BOTH SPOUSES DIE SIMULTANEOUSLY

WHAT IF BOTH SPOUSES DIE SIMULTANEOUSLY?

Gabriel Katzner - July 26, 2021 - Estate Planning

The chances of a married couple dying in the same accident or within a short period of time are probably quite low. It does, however, occur. And it happens often enough that most states have laws in place to address the issue and the problems that can arise as a result of both partners dying […]

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questions and answers about estate planning

YOUR ESTATE: AN ESTATE LESSON PLAN

Gabriel Katzner - July 19, 2021 - Estate Planning

In honor of Teacher Appreciation Week, which takes place the first week of May, we’d like to thank you for your time and dedication to teaching the next generation. You provide the necessary foundational knowledge to ensure the success of tomorrow’s leaders. Estate planning documents are an essential piece of planning for your success. The […]

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ESTATE PLANNING DOCUMENTS

DO YOU NEED TO REMODEL YOUR REAL ESTATE PLANNING DOCUMENTS?

Gabriel Katzner - July 12, 2021 - Estate Planning

May is considered National Home Remodeling Month. It makes sense as spring is frequently associated with cleaning, making updates, completing projects, and cleaning out any accumulated winter dirt. Perhaps, you have completed those chores, and your home is in great shape. Do your estate planning documents need to be remodeled? Estate planning is a topic […]

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SELLING REAL ESTATE AFTER A DEATH

SELLING REAL ESTATE AFTER A DEATH: WHAT YOU NEED TO KNOW

Gabriel Katzner - July 9, 2021 - Wills

Handling the final affairs for a loved one can be overwhelming, especially after an unexpected death. Selling your loved ones real estate may be one of those tasks. Seeking the help of a real estate agent is essential, but before you make that call consider some of the key issues you may come across. Determining […]

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TRUST INHERITANCE OR GOVERNMENT BENEFITS

TRUST INHERITANCE OR GOVERNMENT BENEFITS: WHY NOT BOTH?

Gabriel Katzner - June 28, 2021 - Estate Planning

Darnell and Laura have a 23-year-old daughter with special needs. Their daughter, Louisa, works as an aid at a local Goodwill store. She is proud of her job and earnings, but Darnell and Laura know Louisa will not have the capability or the financial means to care for herself when they are no longer here. […]

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SUCCESSOR TRUSTEE

SUCCESSOR TRUSTEE: WHAT ARE YOUR RESPONSIBILITIES?

Gabriel Katzner - June 22, 2021 - Estate Planning

Jessica Graham is meeting with her estate attorney to learn more about her role as the successor trustee for her father, John’s, revocable living trust. Jessica has been a partner in her father’s marketing business since she earned her MBA five years ago. John inherited money from his parents, which he has invested very well […]

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DEATH OF A LOVED ONE

THE DEATH OF A LOVED ONE: A TRIGGER TO REVIEW YOUR ESTATE PLANS

Gabriel Katzner - June 14, 2021 - Estate Planning

There are key events in life that should trigger everyone to review their estate plan and financial documents. One such event is the death of a loved one. After a loved one’s death, the first priority is to care for yourself and your family members as you grieve the loss. As life gradually returns to […]

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PASS REAL ESTATE ON TO YOUR LOVED ONES

HOW TO PASS REAL ESTATE ON TO YOUR LOVED ONES

Gabriel Katzner - June 7, 2021 - Estate Planning

Many people own real estate in the form of homes, businesses, or investments. In addition, to being a great investment, real estate can double as a personal residence. Investments can be rental, recreational, commercial, or farm properties. How you legally own your real estate has important legal implications on how you can pass real estate […]

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CHOOSING YOUR BACKUP TRUSTEE

CHOOSING YOUR BACKUP TRUSTEE FOR YOUR REVOCABLE LIVING TRUST

Gabriel Katzner - May 24, 2021 - Estate Planning

Planning for when you are no longer here can feel emotionally overwhelming. It is a magnificent gift to your family members and other beneficiaries that you are taking the time to consider your options and make an estate plan. Suppose you have chosen a revocable living trust as the best option to protect yourself and […]

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HOW TO PASS YOUR GIFTS TO YOUR FAMILY

HOW TO PASS YOUR GIFTS TO YOUR FAMILY

Gabriel Katzner - May 17, 2021 - Estate Planning

Marci and James are both in the 70s. They have three children and seventeen grandchildren. As Marci looks around their family home, she wonders, “How do I pass my gifts to my family when I die?” Marci and James have a current Last Will and Testament and a revocable living trust. They have an estate […]

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