Gentleman next to his wife on the couch is filling and signing a paper similar to his last will and testament

LEARN ABOUT THE HARMLESS ERROR STATUTE?

Leann Poston - September 22, 2022 - Wills

The Harmless Error Statute Some states have adopted a harmless error statute that allows a document that does not meet the full legal requirements of a will to be considered valid and admitted to probate as long as you intended for it to be your will. Having a last will and testament is an estate […]

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pour-over will

WHAT’S DIFFERENT ABOUT A POUR-OVER WILL?

Gabriel Katzner - June 20, 2022 - Trust Administration

Most people use wills and trusts to pass accounts and property to their loved ones upon their death. These basic legal instruments can be used separately or together. For example, a revocable living trust can be used in place of a will, but the two are not mutually exclusive. A special type of will known […]

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What is an electronic will

CAN YOU DO AN ELECTRONIC WILL?

Gabriel Katzner - May 5, 2022 - Probate

In today’s world, especially after the pandemic, nearly all business functions offer an electronic alternative. In the past, all the meetings were in the offices ,now, people feel more comfortable holding most of their meetings online. In most cases, they are faster to execute, less expensive, and easier to implement.So too, documents that are passed […]

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Is a hand written will legal?

Gabriel Katzner - March 19, 2022 - Wills

HOW STRONG IS A HANDWRITTEN WILL?  When Aretha Franklin,  passed away in 2018, her family and lawyer initially thought she had died without a will.But in early 2020, three handwritten wills were found in Franklin’s home in Detroit. Two from 2010 were locked in a cabinet and one from 2014 was found hidden under a […]

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Family heirloom passed down through Estate Planning in San Diego

FAMILY HEIRLOOMS AND ESTATE PLANNING

Gabriel Katzner - December 24, 2021 - Estate Planning

If the passing of heirlooms from one generation to the next is not handled with care it can lead to long-lasting family disagreements. It is clearly not your intention that your children not speak because one received a valued, though maybe not valuable, picture of their grandfather while the other received a set of silver […]

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Man attending to his first trust and estate administration meeting

YOUR FIRST TRUST AND ESTATE ADMINISTRATION MEETING: What You Need To Know

Gabriel Katzner - November 19, 2021 - Trust Administration

Wills and trusts are estate planning tools that allow individuals to transfer their money and property to others when they die. It is possible to have both a will and a trust, especially if you have a larger estate. Carrying out your loved one’s final wishes should be a priority for everyone involved. However, in […]

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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 - 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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I LOST MY LOVED ONE'S WILL

I LOST MY LOVED ONE’S WILL!

Gabriel Katzner - April 19, 2021 - Wills

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 - Wills

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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