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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What is a transfer-on death deed

EVERYTHING ABOUT TRANSFER-ON-DEATH DEED

Gabriel Katzner - March 29, 2022 - Probate

A transfer-on-death-deed (TOD deed)  also known  as a beneficiary deed can be a helpful estate planning tool but it is not allowed in every state. A transfer -on-death deed lets you transfer your property to your beneficiary upon your death (as long as you still own it) without going through probate. Like a living trust, you […]

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Katzner Law Group Webinar

ESTATE PLANNING FOR YOUR CHILDREN

Gabriel Katzner - March 21, 2022 - Estate Planning

Why is estate planning important? Probably you are wondering. If I don’t have my estate plan, won’t my spouse and children get my assets anyway? The answer is yes, they will get your assets, but they may not get them how you want when you want, or in a way that you would want The […]

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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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probate court reviewing a last will

SHOULD YOU EVER WANT TO GO TO PROBATE COURT?

Gabriel Katzner - March 14, 2022 - Estate Planning

Most people want to avoid probate court and look for legal strategies that will allow them to pass their money and property from one generation to the next without going to probate court. But, is there ever a time when probate court is the best option? What exactly is probate court? Probate court is a […]

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Young college Athlete staring into his financial future

PROTECTING THE FINANCIAL FUTURE OF COLLEGE ATHLETES

Gabriel Katzner - March 5, 2022 - Estate Planning

As of July 1, 2021, college athletes can profit from their name, image, and likeness (NIL). The National Collegiate Athletic Association (NCAA) policy allows college athletes and recruits to make money from endorsements, autograph signing, and personal appearances as long as they follow applicable state laws. The NCAA has long been criticized for its ability […]

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Future education provided for the beneficiary of an estate plan

HEMS: HEALTH, EDUCATION, MAINTENANCE, AND SUPPORT

Gabriel Katzner - February 26, 2022 - Asset Protection

Jack and Leticia are establishing a trust. They would like to help their son, Jack Jr., through college but want to retain control of their financial help. Jack Jr. is not known for his financial aptitude. He regularly blows through his allowance and is caught short-handed when it is time to pay his bills. Jack […]

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Woman funding her Trust

TITLING EVERYTHING CORRECTLY WHEN FUNDING YOUR TRUST

Gabriel Katzner - February 15, 2022 - Trust Administration

Quincey and Jaide are meeting with their estate planning attorney. They are drafting their trust agreement. They are excited to take this important step towards ensuring financial security for their family. Writing the trust agreement is a formal statement that provides guidance on how they want their accounts and property distributed. Speaking of accounts and […]

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