Franchise or Multilevel Marketing Business Owners

ESTATE PLANNING FOR FRANCHISE OR MULTILEVEL MARKETING BUSINESS OWNERS

Gabriel Katzner - September 14, 2020 - Estate Planning

Transferring your interest in a Franchise or Multilevel Marketing Business Have you ever thought, wouldn’t it be great to own your own McDonald’s® or other franchise? McDonald’s® is a recognizable brand with a well-established business model. You could own your own small business without building it from the ground up. To become a franchise owner, […]

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Being a member of the sandwich generation has many responsibilities.

WELCOME TO THE SANDWICH GENERATION: CARING FOR BOTH CHILDREN AND PARENTS

Gabriel Katzner - September 1, 2020 - Estate Planning

July is National Sandwich Generation Month, a time to honor those who are caring for both their children and their aging parents. At the moment, many parents are not only parenting their children but also homeschooling them, and older children who have lost their jobs or could not return to college after spring break may […]

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Assisted reproduction entails many estate planning decisions.

ASSISTED REPRODUCTION AND ESTATE PLANNING

Gabriel Katzner - July 20, 2020 - Estate Planning

According to the Center for Disease Control (CDC), approximately 1.9% of all infants born in the United States in 2018 were conceived using assisted reproductive technology (ART). ART includes all fertility treatments in which both eggs and embryos are handled: The most well-known procedures in this category include artificial insemination, in-vitro fertilization, and cryopreservation (genetic […]

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Your time is valuable, invest it in estate planning.

YOUR TIME IS VALUABLE. DON’T PUT OFF THE ESTATE PLANNING PROCESS

Gabriel Katzner - July 6, 2020 - Estate Planning

If you’re a nurse, doctor, or frontline healthcare worker, you tirelessly care for others and may not have a lot of free time to work on your estate planning. Your time is valuable. But if you can answer the following questions or at least think them through, you can get a jump start on the […]

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Your art collection in your estate is valuable.

SPECIAL ESTATE PLANNING CONSIDERATIONS FOR ART AND OTHER COLLECTIONS

Gabriel Katzner - June 22, 2020 - Estate Planning

Many people are passionate about their collections, both the financially valuable (art or stamps) and the sentimentally valuable (mementos and postcards). If you have a collection—no matter its monetary value—you’ll want to include your treasures in your estate plan. Make arrangements in advance to ensure that the collection is handled in the way you want, […]

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new year means a new estate plan

A NEW YEAR MEANS A NEW ESTATE PLAN

Gabriel Katzner - January 21, 2020 - Estate Planning

Welcome to 2020! A new year is a time for optimism and new opportunities. It’s time to start fresh! But making New Year’s resolutions is not enough; you’ll also need to take action to make sure you and your loved ones are prepared for anything the future might bring.   Create a New Estate Plan in […]

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productivity tips for the new year

PRODUCTIVITY TIPS FOR THE NEW YEAR

Gabriel Katzner - December 30, 2019 - Income Tax 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, […]

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Who's on your estate planning team?

WHO’S ON YOUR ESTATE PLANNING TEAM?

Gabriel Katzner - December 26, 2019 - Estate Planning

Estate planning doesn’t just determine who gets to inherit your belongings when you’re gone. This process also helps you coordinate all aspects of your life so 1) you can be taken care of financially and healthcare wise if you’re ever unable to care for yourself, and 2) your money and property are distributed to the […]

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ethical will

ETHICAL WILLS – PASSING YOUR VALUES TO THE NEXT GENERATION

Gabriel Katzner - December 16, 2019 - Wills

Each person accumulates a wealth of knowledge and experience during a life well-lived. No matter how wealthy you may be, you have a great deal to share with your loved ones. An ethical will, sometimes also called a legacy letter, is a great way to pass on the wisdom that you have acquired. This can […]

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Property ownership requires asset protection.

RENTAL PROPERTY OWNERSHIP AND ESTATE PLANNING

Gabriel Katzner - November 19, 2019 - Asset Protection

Airbnb and similar alternatives to hotel stays are growing in popularity among homeowners and vacationers. If you’re considering opening your home to travelers, or if you have a home or other rental property that generates income, the following asset protection and estate planning considerations will be helpful. Owners Need Protection from Liability In any rental […]

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