NYC and San Diego Estate Planning attorney Gabriel Katzner explains facts about RLTs

The ABCs of RLTs: Revocable Living Trusts

Gabriel Katzner - November 11, 2019 - Trust Administration

A revocable living trust (RLT) is a commonly used estate planning tool. But what exactly are RLTs, and what do they accomplish? Who do they impact, and how can they be changed? What Are Revocable Living Trusts?  Trusts are legal entities that hold title to property for the benefit of a living person, and a […]

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NYC Wills and Trust Attorney

What if I Refuse an Inheritance?

Gabriel Katzner - November 7, 2019 - Wills

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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Estate Planning Lawyer in NYC and San Diego

Identity Theft – An Important Estate Planning Issue

Gabriel Katzner - October 28, 2019 - Estate Planning

No grieving family wants to add identify theft to their list of worries during an already difficult time.  Unfortunately, a growing number of identity thieves are targeted the identities of deceased people, using names and other identifying information to obtain credit cards, loans, refunds based on fraudulent tax returns, and even false proof of U.S. […]

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Estate Planning Awareness Week by attorney Gabriel Katzner

Estate Planning Awareness Week: The Importance of Having an Estate Plan

Gabriel Katzner - October 21, 2019 - Estate Planning

In 2008, Congress recognized the need for the public to understand the benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, even though 76% of adults view estate planning as important, a 2019 survey carried out by Caring.com shows that 57% […]

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NYC Estate Planning attorney

Avoid a Will or Trust Contest: 4 Tips

Gabriel Katzner - October 14, 2019 - Estate Planning

If your loved ones or family members decide to contest your will or trust after you’re gone, the results can be financially and emotionally disastrous for everyone involved. Your loved ones can be torn apart, your wishes disregarded, and your estate depleted, and you won’t be able to control the process at that point. But […]

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Estate Planning Attorney Paperwork

Is Your Estate Plan Unfinished? Don’t Wait to Complete This Important Process

Gabriel Katzner - September 30, 2019 - Estate Planning

Our own mortality is an unpleasant and difficult thing to think about, and even though a Revocable Living Trust and a Last Will and Testament are very important, it can at times be hard to find the motivation to sit down and complete these emotionally challenging documents. If you’ve made an effort to begin the […]

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New York and San Diego Probate Lawyer

Informal Probate versus Formal Probate

Gabriel Katzner - September 23, 2019 - Probate

Losing a beloved relative or friend can be overwhelming, and handling the person’s complicated affairs in the wake of such a loss only adds to the stress. During this difficult time, many families look for ways to tie up loose ends and distribute the assets of the deceased as expediently as possible. To do so, […]

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Home DNA Tests: Potential Hassles for Your Estate Plan

Gabriel Katzner - September 17, 2019 - Estate Planning

Discovering your ancestry can be fascinating, which explains why at-home DNA tests have become so popular. These kits reveal details about our pasts, and they make great gifts for loved ones. Unfortunately, these tests aren’t always fun for everyone. When a test reveals an unexpected relative or biological child, this may mean some changes and […]

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Sending a Child to College: Why You Should Include Estate Planning on your To-Do List

Gabriel Katzner - September 9, 2019 - Estate Planning

Sending a child off to college is an exhilarating experience, and while you bustle around making plans and buying dorm supplies, your heart may be bursting with emotion. Maybe you’re prouder than words can express, but you’re also a little afraid. How can you make sure your child will be safe at their new home […]

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NYC and San Diego Estate Planning Lawyer

Appointing Fiduciaries: When Two Heads Are Better Than One

Gabriel Katzner - September 2, 2019 - Estate Planning

We rely on our friends to help us through life’s challenges, and when you’re setting up an estate plan, it can be very helpful to have a trusted friend or loved one by your side. It’s actually vitally important that you appoint a fiduciary to act on your behalf and carry out your wishes if […]

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