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 - Estate Planning

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 - Estate 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 - Estate Planning

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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Man taking notes of controlled medications

WHAT TO DO WITH CONTROLLED SUBSTANCES AFTER A LOVED ONE IS DECEASED?

Gabriel Katzner - August 30, 2022 - Estate Planning

At one of the most challenging times in your life, after the death of a loved one, it seems like there is a never-ending list of things to manage. Properly disposing of your loved one’s prescription medications and controlled substances may not be at the top of your list, but children or pets can be […]

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board with the words mine, yours and ours written on it and a check mark on each representing that all the property is safe for all parts involved

A POUR-OVER TRUST CAN HANDLE YOURS, MINE, AND OURS

Gabriel Katzner - August 26, 2022 - Trust Administration

Many couples, especially those who have been married more than once, have accounts and property that they consider as yours, mine, and ours. Developing an estate plan to determine what happens to accounts and property that belong to one or the other partner in a couple and the account and property that belong to both […]

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Owning real estate incurs liability

OWNING REAL ESTATE: THE LIABILITY AND PROTECTION OPTIONS

Gabriel Katzner - August 18, 2022 - Estate Planning

Real estate can refer to your primary residence, but it can also include a vacation home or rental property. Below, we take a look at the different types of real estate and make suggestions about the best form of ownership for each. Primary Residence A primary residence receives special tax treatment, so you’ll need to […]

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