charitable gifts can be cash, property or retirement account disbursements

CHOOSING A CHARITABLE GIFT

Gabriel Katzner - April 27, 2020 - Income Tax Planning

If you make a donation to a public charity, you are not limited to donating cash. Depending upon your finances and personal goals, you may be able to donate different types of accounts or pieces of property to the charity instead. Cash The fastest and easiest way to make a financial impact for your favorite […]

Read More
secure act

MASSIVE CHANGE TO RETIREMENT PLANNING – THE SECURE ACT IS NOW LAW

Gabriel Katzner - January 5, 2020 - Estate Planning

What Impact Will It Have On You and the Beneficiaries of Your Retirement Accounts Post Your Death? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act), effective January 1, 2020. The SECURE Act contains, by far, the most significant changes to retirement planning in a […]

Read More
productivity tips for the new year

PRODUCTIVITY TIPS FOR THE NEW YEAR

Gabriel Katzner - December 30, 2019 - Estate Planning

Are you feeling bogged down by clutter, deadlines, and incomplete tasks? As we approach the new year ahead, make it your goal to do a few simple things over the course of a day or two that will bring you increased productivity and peace of mind for 2020. Tidy your Tech Just like your home, […]

Read More
Refuse an Inheritance

WHAT IF I REFUSE AN INHERITANCE?

Gabriel Katzner - November 7, 2019 - Income Tax Planning

An inheritance might seem like a positive event or a beneficial financial windfall, but there are several circumstances in which declining an inheritance might be a good idea. If you comply with certain requirements, the law does allow you to refuse an inheritance if you choose. This rejection is called a “disclaimer,” and is defined […]

Read More
Estate tax planning and income tax planning

ESTATE AND INCOME TAX PLANNING IN THE NEW ENVIRONMENT

Gabriel Katzner - August 27, 2018 - Estate Planning

Estate tax planning and income tax planning are rapidly evolving, and if you haven’t updated your estate planning documents in a few years, there’s a strong chance your outdated paperwork may no longer be valid or, at best, not work as income and/or estate tax advantageously as it should. Also, in December 2017, Congress passed […]

Read More

WHAT’S HOT IN ESTATE PLANNING RIGHT NOW MAY SURPRISE YOU

Gabriel Katzner - February 4, 2016 - Estate Planning

Estate planning has truly evolved over the past 20 years.  Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes.  But also gone is planning for the “traditional” family.  In fact, today estate planning is more complicated than ever before. Estate Planning […]

Read More