San Diego Estate Planning Attorney

Education Funding Flexibility in Light of COVID-19

Gabriel Katzner - September 28, 2020 - Estate Planning

When it comes to returning to school in the fall, the details may still be unknown. Will students be attending classes in person, will classes continue to be online, or some combination? Will college students be allowed on campus, or will they be bunking with mom and dad for the fall semester? One thing is […]

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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 […]

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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 […]

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