Couple going through their assets and will their with an attorney

The Importance Of A Statement Of Intent In A Trust

Gabriel Katzner - June 28, 2022 - Trust Administration

Your reason or intent for creating a trust can have significant legal ramifications. And like all intents, to maintain clarity, it is best to put it in writing as a statement. This statement helps ensure your trustee understands why you have chosen to establish a Trust and provides guidelines on managing it. The statement of […]

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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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ESTATE PLANNING FOR THE STAY-AT-HOME PARENT

ESTATE PLANNING FOR THE STAY-AT-HOME PARENT

Gabriel Katzner - June 13, 2022 - Estate Planning

While it is common for parents to make plans to support their family if a working parent is injured, incapacitated, or dies, it is also important to make plans in case these same circumstances happen to the stay-at-home parent. Stay-at-home parents make valuable non-financial contributions that would be expensive to replace. Do you have plans […]

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- QTIP trust -

QTIP TRUST – WILL PROVIDE FOR MY SPOUSE?

Gabriel Katzner - June 1, 2022 - Estate Planning

A QTIP trust (qualified terminable interest property)  is an estate planning tool that can help married couples mitigate some of the uncertainty about how they will provide for each other while maximizing certain tax advantages. A QTIP trust is a special trust that can be used to transfer assets in a trust to a spouse […]

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FINANCIAL POWERS OF ATTORNEY

WHAT IS A SPRINGING FINANCIAL POWERS OF ATTORNEY?

Gabriel Katzner - May 24, 2022 - Estate Planning

Most people think of estate planning as preparing for the inevitable—when you are no longer around to take care of your loved ones and their financial needs. Having a well-thought-out estate plan is essential, but it should also consider how you will be taken care of if you can no longer manage your own financial […]

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What Happen with your social media after you die

WHAT HAPPENS TO YOUR SOCIAL MEDIA CONTENT WHEN YOU DIE?

Gabriel Katzner - May 18, 2022 - Estate Planning

If you’re one of the 295 million Americans who use social media, you’ve amassed a library of posts, images, comments, videos, and other content. Your family’s social media presence may be intricately intertwined, with a web of sharing and commenting on each other’s posts. In addition to paying attention to all other aspects of estate […]

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Kaztner Law Group Tangled Tittle

WHAT IS A TANGLED TITLE?

Gabriel Katzner - May 11, 2022 - Beneficiary

Having the title to your home means that your name is on the deed. “Tangled Title” refers back to the scenario while you stay in a home you own (or have a proper to own) however your call isn’t at the deed. Most often, titles get tangled the person whose call is at the deed […]

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roles of people involved in estate planning, update your estate plan

THE ROLES OF PEOPLE INVOLVED IN ESTATE PLANNING

Gabriel Katzner - April 26, 2022 - Estate Planning

The estate planning is the process of making decisions about what happens to you, your hard-earned assets, money, and property when you can no longer decide for yourself.  Your estate plan should include input from many people. If it doesn’t, it may fall short of your expectations and be ineffective at meeting your goals. Let’s […]

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estate planning 4 couples with an age gap

ESTATE PLANNING FOR COUPLES WITH AN AGE GAP

Gabriel Katzner - April 18, 2022 - Beneficiary

With couples of similar ages, planning for the future is quite naturally a joint effort. However, if you’re married to somebody who is considerably older or younger than you, the future will look different and mean various things to each of you. You wish to possess comprehensive money and estate plans to shield yourself, your […]

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NFTs

NONFUNGIBLE TOKENS (NFTs): WHAT YOU NEED TO KNOW

Gabriel Katzner - April 12, 2022 - Estate Planning

NFTs has exploded over the last year or so, which prompts many questions. Of course, skeptical people just shake their heads and ask, “why”? But, the huge rise in sales of NFTs makes most people genuinely question what they are and wonder whether they may be missing out on an enormous opportunity. An NFT is […]

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