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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healthcare power of attorney

Make your healthcare wishes known: A living will and healthcare power of attorney

Gabriel Katzner - November 30, 2020 - Estate Planning

Mary and her mother, Louise,  have just met with Louise’s estate attorney. Louise wanted to update her living will (advanced directives) and healthcare power of attorney. Louise has not updated these documents in thirty years, and her wishes have changed.  She plans to move into an assisted living facility within the next six months and […]

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San Diego Estate Planning Attorney

Heading South for the Winter? Answer These Questions First

Gabriel Katzner - October 12, 2020 - Estate Planning

When snowbirds start feeling cooler weather, they hit the road and head south. If you’re traveling with the flock, keep these considerations in mind as you pack your things.  What is happening in your destination state? We are still in the midst of a pandemic, so check-in and do some research on your destination. How […]

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Estate Planning Considerations for Restauranteurs

Gabriel Katzner - May 11, 2020 - Estate Planning

If you are a restaurant owner, like most business owners, you have many demands on your time, but you should still set aside a few hours to create an estate and business succession plan. If you become ill or pass away, who will run the business? Is there someone else who can make payroll and […]

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San Diego Estate Planning Attorney

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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NYC Estate Planning Lawyer

How Strong Is a Handwritten Will?

Gabriel Katzner - February 4, 2020 - Wills

When Aretha Franklin passed away in 2018, her family and lawyer initially thought she had died without a will. But earlier this year, 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 couch cushion. Franklin’s attorney filed […]

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Refuse an Inheritance

What if I Refuse an Inheritance?

Gabriel Katzner - November 7, 2019 - Income Tax Planning

An inheritance might seem like a positive event or a beneficial financial windfall, but there are several circumstances in which declining an inheritance might be a good idea. If you comply with certain requirements, the law does allow you to refuse an inheritance if you choose. This rejection is called a “disclaimer,” and is defined […]

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