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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Big brick house with a large beautiful green lawn

PLACE YOUR HOME IN A QUALIFIED PERSONAL RESIDENCE TRUST

Gabriel Katzner - February 27, 2023 - Asset Protection

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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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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Adult couple visiting an Assisted reproduction doctor

Estate Planning When Using Assisted Reproductive Technology

Gabriel Katzner - December 9, 2022 - Estate Planning

Assisted reproductive technology (ART) is any fertility treatment in which eggs or embryos are handled. ART procedures generally involve stimulating the ovaries to produce eggs and then surgically removing the eggs from a woman’s ovaries. The eggs are combined with the sperm in a laboratory setting, and then the eggs are implanted in the uterus. […]

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Senior Man signing a Right of occupancy Trust in order to ensure property and rights of loved ones

RIGHT OF OCCUPANCY TRUST: PROTECT WHAT YOU LOVE

Gabriel Katzner - November 22, 2022 - Trust Administration

Michael has a problem. He is a 70-year-old widow, and his adult daughter, Marie, is disabled and unable to support herself. He has two other adult children. How can he ensure Marie is cared for while being fair to his other two children? Marie has lived with him and his late wife for her entire […]

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Man performing tax and estate calculations in order to determine the way he wants his trust made

WHAT’S SPECIAL ABOUT A NONGRANTOR TRUST?

Gabriel Katzner - November 1, 2022 - Income Tax Planning

A grantor or trustmaker is the person who funds a trust, so how can you have a trust without a grantor? It is confusing, but the terms grantor trust and nongrantor trust refer to the trust’s income tax, not the existence or lack thereof of a trustmaker. The Difference Between a Grantor Trust and a […]

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Estate Planning Attorney signing documents with family clients

QUESTIONS? YOUR ESTATE PLANNING ATTORNEY HAS ANSWERS

Gabriel Katzner - October 26, 2022 - Estate Planning

Questions to ask your Estate Planning Attorney Like visiting a surgeon, many people find estate planning stressful. If you need someone to perform a relatively complex surgery to treat your medical problem, you will do your due diligence. You may ask friends, family, or other healthcare providers for their recommendations, read reviews online, and even […]

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Mom, Dad and little daughter talking to a lawyer and signing estate planning documents

YOUR ESTATE PLAN MAY BE MISSING THESE KEY POINTS

Gabriel Katzner - October 18, 2022 - Estate Planning

Key Points in Estate Planning Only 33% of Americans have a will or living trust, according to Caring.com. Of these, one in three believe they don’t have enough assets to leave behind. Many people think their estate planning is a single event. Once they have prepared a will, living trust, or other end-of-life documents, they […]

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Same sex female couple sharing domestic partnership

WHAT RIGHTS DOES A DOMESTIC PARTNER HAVE IN ESTATE PLANNING?

Gabriel Katzner - September 8, 2022 - Beneficiary

While your rights as a domestic partner may differ depending on the state you live in and possibly even the city or county, a domestic partner is unlikely to have the same rights as a spouse. What defines a domestic partnership? A domestic partnership is an alternative to marriage that any couple can choose if […]

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