Traditional Asset Protection

Caution: Your Traditional Asset Protection Plan May Not Be Strong Enough

Gabriel Katzner - July 11, 2019 - Asset Protection

Asset protection planning is a practice area that’s far from new; even if you’ve never heard the term before, you’ve probably engaged in some form of traditional asset protection planning at some point during your life. In fact, no matter the words you use to describe it, you probably have several forms of asset protection […]

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New York Asset Protection

3 Asset Protection Tips You Can Use Right Now

Gabriel Katzner - July 4, 2019 - Asset Protection

If you think only wealthy people or those in high-risk professions need to worry about lawsuits, take a closer look. The truth is, anyone can be sued, and no matter how risky your job or how high your net worth, it’s a good idea to have an asset protection plan in place. Car accidents, foreclosures, […]

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Revocable Trusts

The Trust Protection Myth

Gabriel Katzner - June 27, 2019 - Trust Administration

Your Revocable Trust: It May Not Protect You from Lawsuits Here’s a common myth about revocable trusts: Many people believe that when they set up and transfer assets to a Revocable Living Trust, lawsuits can’t touch these assets, and anything placed in the trust will be protected from legal action. This is a false assumption […]

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New York Trust Fund

Discretionary Trusts: Protect Your Beneficiaries from Poor Decisions and Outside Actors

Gabriel Katzner - June 20, 2019 - Trust Administration

You’d like to leave your assets to your children and other beneficiaries after you’re gone, and you’re inclined to choose the simplest and easiest form of distribution. Unfortunately, without some built-in protections, a simple distribution can make your inheritance vulnerable to creditors, predators, ex-partners or divorcing spouses, as well as a 2nd estate tax upon […]

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san diego estate planning

Talking to your Parents About Their Estate Plan

Gabriel Katzner - June 4, 2019 - Estate Planning

If you’re a member of the often-underappreciated “sandwich generation”, you’re taking responsibility for the care of your parents and your children simultaneously. And part of this responsibility includes asking your parents about their estate plan. They will control the final details of their plan, of course, but it’s essential that they have one, and you […]

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power of attorney

Choosing a Guardian for Yourself

Gabriel Katzner - May 30, 2019 - Guardianship

As estate planning experts, we often talk to clients about choosing guardians for family members in the event these family members can’t care for themselves. If your child is left without parents, she’ll need a guardian. If your parents can’t manage their care, they may need a guardian. But what about you? What will happen […]

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new york estate planning

Life Changes Can Require Changes to Your Estate Plan

Gabriel Katzner - May 24, 2019 - Estate Planning

The first serious approach to estate planning usually takes place when people decide to start a family. And for the average person, this is also about the time when estate planning stalls or enters an indefinite hold. Once they’ve created a plan, people tend to place it on a shelf as they attend to their […]

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5 Tips for Receiving an Inheritance

5 Tips for Receiving an Inheritance

Gabriel Katzner - May 21, 2019 - Estate Planning

Anticipating an inheritance can be an emotionally complicated undertaking. Losing a loved one can be frightening beforehand and upsetting afterward, and adding monetary gain to the equation can lead to a disorienting mix of feelings. Compounding the challenges of the process, most people don’t adjust easily—or wisely—to sudden changes in their financial status. In fact, […]

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digital estate planning

An Estate Plan for Your Digital Profile

Gabriel Katzner - May 2, 2019 - Estate Planning

About 77% percent of Americans go online every day, leaving an accumulating trail of “digital assets” that might include photos, videos, emails, financial records, and other permanently recorded bits and pieces that tell the story of our days, weeks and years. The internet makes this process easy and convenient. Posting a photo takes five seconds. […]

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