SELLING REAL ESTATE AFTER A DEATH

SELLING REAL ESTATE AFTER A DEATH: WHAT YOU NEED TO KNOW

Gabriel Katzner - July 9, 2021 - Wills

Handling the final affairs for a loved one can be overwhelming, especially after an unexpected death. Selling your loved ones real estate may be one of those tasks. Seeking the help of a real estate agent is essential, but before you make that call consider some of the key issues you may come across. Determining […]

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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 - Estate Planning

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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I LOST MY LOVED ONE'S WILL

I LOST MY LOVED ONE’S WILL!

Gabriel Katzner - April 19, 2021 - Estate Planning

Mary and George have been married for the last 50 years. George has managed the financial affairs for the couple throughout their marriage. George has recently been in a serious auto accident that has left him incapacitated. Mary has an appointment scheduled with a new estate planning attorney as she wants his help going over […]

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Keeping your financial affairs private!

KEEPING YOUR FINANCIAL AFFAIRS PRIVATE!

Gabriel Katzner - February 16, 2021 - Estate Planning

Almost all would agree that 2020 was a year like no other. The lockdowns and the relentless barrage of news about COVID-19, the death rate, and problems with health care made even the most optimistic pause to consider their own mortality. Estate planners reported that an escalating number of new clients and clients they had […]

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Selecting an executor has legal requirements.

LEGAL REQUIREMENTS TO CONSIDER WHEN SELECTING AN EXECUTOR

Gabriel Katzner - August 24, 2020 - Estate Planning

The person you choose to be the executor of your estate (also called a personal representative) will be responsible for gathering, managing, and ultimately distributing everything you own after you pass away. You’ll need to make your selection very carefully; Don’t just choose your oldest child by default. If a friend or advisor is better […]

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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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COVID-19 and estate planning

COVID-19 AND THE IMPORTANCE OF ESTATE PLANNING

Gabriel Katzner - April 20, 2020 - Estate Planning

Coronavirus has been a world-altering event, and for some people, what begins as a small cough can quickly escalate into a serious illness. Thankfully, for most, the symptoms appear to be mild. But it’s crucial for everyone, especially those in good health, to take steps to protect those around us who are more vulnerable if […]

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Can you disinherit your spouse?

YOU CAN’T EASILY DISINHERIT YOUR SPOUSE

Gabriel Katzner - April 10, 2020 - Estate Planning

In the U.S., it’s somewhat easy to disinherit family members like siblings, children, nieces, nephews, and grandchildren if you’re inclined. But it’s not easy to disinherit your spouse. In most states and the District of Columbia, you can’t intentionally disinherit your spouse unless your spouse agrees to receive nothing from your estate via a prenuptial or postnuptial agreement. […]

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Leaving wealth to your children

LEAVING WEALTH TO YOUR CHILDREN: WHICH DISTRIBUTION METHOD IS BEST?

Gabriel Katzner - April 6, 2020 - Estate Planning

If you are a parent, you love to help your children and leaving them an inheritance is a tangible way to show your love after you are gone. There are a variety of ways that you can do this, and you should choose the method that best takes your goals, including their wellbeing, into account. […]

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