HOW TO AVOID SENDING YOUR LOVED ONES (AND ASSETS) THROUGH PROBATE WITH A REVOCABLE LIVING TRUST

Gabriel Katzner - January 8, 2016 - Estate Planning

(This is part 4 in a 4-part series). Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a revocable living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship (due to incapacity) or probate […]

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Estate Planning to Protect Adults With a Discretionary Lifetime Trust

Gabriel Katzner - July 6, 2015 - Estate Planning

Most everyone understands that estate planning is needed to protect minor children. Should something happen to you, you would not want a court to decide who should be the guardian of your child or when your child should inherit the money you left to them. This is common sense. But we live in an age […]

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