How Can Blockchain Help With Estate Planning?

Gabriel Katzner - December 19, 2023 - Estate Planning

Blockchain is, at its core, a distributed and immutable digital ledger. Because it records transactions across multiple computers, it ensures security, data integrity, and transparency. Blockchain does not rely on trust. While each individual holding cryptocurrency is anonymous, blockchain records are public and not issued by any centralized authority. Each transaction or contract must pass […]

Spousal Lifetime Access Trust (SLAT): Preserving Assets for Your Spouse and Family

Gabriel Katzner - November 16, 2023 - Trust Administration

Ken, age 65, a widower, has recently married Kellie, age 49. Ken has two adult children who are both very active in their family business. Kelly has an adult daughter, who is married with two children and currently lives in Europe. Ken’s estate is valued at approximately $35 million. He wants to ensure that Kellie […]

Couple with a world map and notebook planning for their next vacation

Avoiding Costly Mishaps on Vacation

Gabriel Katzner - June 19, 2023 - Estate Planning

Almost everyone loves an adventure. Some people enjoy the planning aspects of a vacation as much as actually going on the trip. Even the best-laid plans can go awry. That is why it is a great idea to assemble a planning team before going on your next adventure. If you are traveling to another country […]

Egg being fertilized in-vitro process seen through a microscope lens

Impact of Assisted Reproductive Tech on Estate Planning

Gabriel Katzner - June 12, 2023 - Estate Planning

According to the Centers for Disease Control and Prevention, 326,468 assisted reproduction technology (ART) cycles were performed at 449 clinics, resulting in 79,942 live-born infants in 2020. This is approximately 2% of all infants born in the United States. ART involves all fertility treatments in which eggs or embryos are handled. The main type of […]

Man in suit holding a notebook with inscription in silver words that say cohabitation agreement

COHABITATION: A NEW NORM THAT REQUIRES LEGAL PLANNING

Gabriel Katzner - May 30, 2023 - Asset Protection

Cohabitation without marriage is becoming more common in the U.S. Buying a home with your partner may make financial sense, but it can come with some legal complications. While most couples do not go into a relationship planning for when it will end, it can happen, and sharing everything may lead to some unintended consequences. […]

Estate Planning draft with conditional statements or milestones

USING MILESTONES TO ADD FLEXIBILITY TO YOUR ESTATE PLANS

Gabriel Katzner - May 16, 2023 - Estate Planning

Your estate plan is a living document. It responds to changes in your life, such as marriages, divorces, births, and deaths. One way to ensure that your estate planning documents remain current is to incorporate milestones. These statements keep your estate plan flexible and are one way to hedge against an unpredictable future. Adding these […]

different crypto coins placed on top of a mobile phone with crypto app open saved with password, don't make the mistake of not having and estate plan

LESSONS FROM CRYPTOCURRENCY INVESTOR MISTAKES

Gabriel Katzner - March 14, 2023 - Asset Protection

Cryptocurrency is an amazing advancement that allows for secure and private transactions. However, extreme security and privacy can backfire if you lose the ability to access your cryptocurrency or never tell anyone how to access it upon death. Because cryptocurrency is so new, your estate plan may not include information about your cryptocurrency investments, which […]

Adult couple visiting an Assisted reproduction doctor

Estate Planning When Using Assisted Reproductive Technology

Gabriel Katzner - December 9, 2022 - Estate Planning

Assisted reproductive technology (ART) is any fertility treatment in which eggs or embryos are handled. ART procedures generally involve stimulating the ovaries to produce eggs and then surgically removing the eggs from a woman’s ovaries. The eggs are combined with the sperm in a laboratory setting, and then the eggs are implanted in the uterus. […]

Man performing tax and estate calculations in order to determine the way he wants his trust made

WHAT’S SPECIAL ABOUT A NONGRANTOR TRUST?

Gabriel Katzner - November 1, 2022 - Estate Planning

A grantor or trustmaker is the person who funds a trust, so how can you have a trust without a grantor? It is confusing, but the terms grantor trust and nongrantor trust refer to the trust’s income tax, not the existence or lack thereof of a trustmaker. The Difference Between a Grantor Trust and a […]

Members of a small business corporation discussing a project in front of a laptop

ESTATE PLANNING AND YOUR S CORPORATION

Gabriel Katzner - September 13, 2022 - Asset Protection

Small business owners have many options when structuring their business and choosing their tax status. One option is an S corporation. The business structure you choose will affect your estate planning, so it is essential to seek the guidance of an experienced estate planning attorney and tax advisor when estate planning as a small business […]

financial planning