What is a transfer-on death deed

EVERYTHING ABOUT TRANSFER-ON-DEATH DEED

Gabriel Katzner - March 29, 2022 - Estate Planning

A transfer-on-death-deed (TOD deed)  also known  as a beneficiary deed can be a helpful estate planning tool but it is not allowed in every state. A transfer -on-death deed lets you transfer your property to your beneficiary upon your death (as long as you still own it) without going through probate. Like a living trust, you […]

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probate court reviewing a last will

SHOULD YOU EVER WANT TO GO TO PROBATE COURT?

Gabriel Katzner - March 14, 2022 - Probate

Most people want to avoid probate court and look for legal strategies that will allow them to pass their money and property from one generation to the next without going to probate court. But, is there ever a time when probate court is the best option? What exactly is probate court? Probate court is a […]

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First of 3 main myths about Estate Planning

3 MYTHS ABOUT ESTATE PLANNING

Gabriel Katzner - February 8, 2022 - Probate

Emotional barriers keep many people from estate planning, even if they know what they want to do. It isn’t easy to acknowledge that we will not be on this earth forever. As much as you may want to believe, there is plenty of time to get your estate in order. No one has any certainty […]

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Home keys passed down to a life estate beneficiary

LIFE ESTATE: PASSING YOUR HOME TO YOUR BENEFICIARY

Gabriel Katzner - January 21, 2022 - Asset Protection

Terrence and Liz are empty-nesters in their family home. They have one living daughter, Janis. The couple is meeting with their estate planning attorney to learn more about life estates. They would like to pass ownership of the family home to Janis and, if possible, would like to avoid probate. A home is one of […]

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When a loved one dies you may have many questions about estate planning

A STEP-BY-STEP PLAN FOR WHEN A LOVED ONE DIES

Gabriel Katzner - April 27, 2021 - Probate

When a loved one dies, whether unexpectedly or anticipated, the shock and grief can be overwhelming and frequently immobilizing. Making phone calls and planning funerals take more effort than most people can muster in these difficult times. This post hopes to serve as a guide to help facilitate the process. This guide can complement the […]

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Nosy neighbors can find out about your probate

NOSY NEIGHBORS CAN FIND OUT ABOUT YOUR PROBATE

Gabriel Katzner - August 17, 2020 - Probate

Most people think of probate as a private process, but because wills are filed at the courthouse, probated estates become a matter of public record. That means your nosy neighbor can simply go online (or down to the courthouse) and find out about your probate. It’s easier than you might imagine.    It’s Not Just Mr. […]

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The probate process can take forever!

HELP! THIS PROBATE IS TAKING FOREVER!

Gabriel Katzner - August 3, 2020 - Estate Planning

The Probate Process: There are other options! Jessica and John are in their 60s; they have two children. Unfortunately, John’s parents died in an automobile accident two years ago. John’s parents had a last will and testament written with their attorney’s help twenty years ago, but they had not updated it prior to their deaths. […]

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Savings bonds for estate planning

HOW TO HANDLE SAVINGS BONDS DURING ESTATE PLANNING AND AFTER DEATH

Gabriel Katzner - July 27, 2020 - Probate

A savings bond is a “debt security” issued by the U.S. Department of the Treasury to help pay for the U.S. government’s borrowing needs. When you buy a savings bond, you loan the U.S. government money, which the government repays with interest after a fixed period of time. There are currently two types of savings […]

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Administering a hoarder's estate.

ADMINISTERING A HOARDER’S ESTATE: WHAT YOU SHOULD KNOW

Gabriel Katzner - July 13, 2020 - Probate

Hoarding is not to be confused with general messiness, and it’s not an accurate way to describe someone who stockpiles a six-month supply of toilet paper. It’s actually a serious mental disorder that prevents people from discarding items, regardless of their value, and generates severe stress at the mere thought of doing so. It’s very […]

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