Creating a will is one of the most important steps in securing your legacy and protecting your loved ones. But drafting your will isn’t a “set it and forget it” forever task. Life is constantly changing, and your estate plan should evolve along with it. At Katzner Law Group, we emphasize the importance of keeping […]
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If you’re planning for long-term care or helping a loved one apply for Medicaid, one term you’ll likely come across is the look-back period. It plays a critical role in determining eligibility and could mean the difference between getting coverage or facing a penalty. At Katzner Law Group, we help families protect their assets and […]
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Challenging a will is a serious legal action, often filled with emotional weight and complex requirements. If you believe that a loved one’s will does not reflect their true intentions, you may have legal grounds to contest it—but success depends heavily on the evidence you can provide. At Katzner Law Group, we help clients throughout […]
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When a loved one passes away and leaves behind a Last Will and Testament, an executor is named to carry out their final wishes and administer the estate. But what happens when the executor fails to keep beneficiaries informed? At Katzner Law Group, we often hear from frustrated beneficiaries asking, “Is the executor supposed to […]
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Disputes over jointly owned real estate can be stressful and emotionally draining. Whether it’s between family members, business partners, or ex-partners, disagreements about what to do with shared property often lead to legal intervention. This is where a partition action comes in. At Katzner Law Group, we help clients navigate property disputes with strategic legal […]
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If a loved one has recently passed away in New York, and you’ll soon find yourself dealing with the administrative court process known as probate, you’re likely asking, “How long does probate take in New York?” At Katzner Law Group, we help clients navigate probate with clarity, compassion, and strategic guidance. Understanding the probate timeline […]
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When caring for aging parents or planning your own future, understanding Medicaid eligibility is essential—especially when moving across state lines. One common question is: Can you have Medicaid in two states at the same time? The short answer is no. Federal law prohibits individuals from receiving Medicaid benefits in multiple states simultaneously. At Katzner Law […]
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Owning real estate in California comes with many benefits, but one of the biggest concerns for homeowners is the potential for a property tax reassessment. At Katzner Law Group, we understand how crucial it is to preserve the low property tax base often enjoyed under Proposition 13. Fortunately, with careful estate planning and legal strategy, […]
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When it comes to estate planning, understanding tax implications is often just as important as deciding who inherits your assets. One of the most significant tax benefits associated with inheritance is the step-up in basis. At Katzner Law Group, we help families plan for the future while minimizing tax burdens. In this blog post, we’ll […]
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Key Takeaways Adding a spouse to a mortgage requires lender approval because it changes the loan agreement. A deed proves property ownership, while a mortgage represents the loan obligation. Some lenders allow mortgage assumption so a spouse can take over the loan. Loan modification may allow adding a spouse without refinancing. Adding a spouse to […]
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