Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

Gabriel Katzner - March 3, 2016 - Estate Planning

Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell your people what to do, when. While there are many types of trusts, the major distinction between trusts is whether they […]

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Estate Planning: 3 Reasons We Run the Other Way

Gabriel Katzner - - Estate Planning

I understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal. However, I also understand that we all want to make sure that our loved ones are protected and receive our hard-earned assets – regardless of whether we have $10 million or $10,000. We also all […]

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The Corporate Veil and Asset Protection

Gabriel Katzner - February 16, 2016 - Estate Planning

How Well Does the Corporate Veil Protect Your Personal Assets?  After much due diligence, speaking with lawyers and business advisors, you decided that the asset protection afforded by a corporation or limited liability company (LLC) is important to you. You worked through the tax implications for all the different business entities with your CPA and […]

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Flo Jo’s Tragic Mistake: A Missing Will

Gabriel Katzner - February 8, 2016 - Estate Planning

If you’ve created a last will and testament, congratulations! You have made your intentions clear to the world and have provided for your loved ones based on what you determined was best. One caveat, and Rule #1 when creating your will – make sure to tell someone where to find it! Olympic Gold Medalist’s Death […]

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The IRS Took Half of Tony Soprano’s Estate: Don’t Fall into the Same Trap!

Gabriel Katzner - - Estate Planning

Actor and producer, James Gandolfini was famously known as the likeable mafia man Tony Soprano on the long running cable television series, The Sopranos. On the show, family meant everything. Well, sort of, anyway. In real life, Gandolfini’s family really did mean everything and he had the best intentions when it came to providing for […]

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What’s Hot in Estate Planning Right Now May Surprise You

Gabriel Katzner - February 4, 2016 - Estate Planning

Estate planning has truly evolved over the past 20 years.  Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes.  But also gone is planning for the “traditional” family.  In fact, today estate planning is more complicated than ever before. Estate Planning […]

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James Brown’s “Vague” Estate Plan Forced Family into Years of Litigation

Gabriel Katzner - February 2, 2016 - Estate Planning

James Brown, the legendary singer, songwriter, record producer, dancer, and bandleader was known to many as the “Godfather of Soul.” Although he intended his estimated $100 million estate to provide for all of his children and grandchildren, his intentions were somewhat vague.  This forced his family into years of litigation which ended up in the […]

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Michael Jackson’s Estate Liable For $200M in Taxes Due to Unfunded Trust

Gabriel Katzner - - Estate Planning

Michael Jackson, the “King of Pop,” had always been a controversial superstar. Over the years, he became the father of three children, Prince Michael Jackson II, Paris-Michael Katherine Jackson, and Michael Joseph Jackson, Jr. While Jackson created a revocable living trust to care for his children and other family and friends, he never actually funded […]

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Teaching a Guardian How to Raise Your Children

Gabriel Katzner - - Estate Planning

As parents we know that every child is different. Siblings have different likes and dislikes, hopes and dreams, fears and concerns. It’s sometimes a wonder that they came from the same parents! I remember the day my wife and I took our son Owen home from the hospital. After a short nap he woke up […]

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Decanting: How to Fix a Trust That Isn’t Getting Better With Age

Gabriel Katzner - February 1, 2016 - Estate Planning

While many wines get better with age, the same cannot be said for some irrevocable trusts.  Maybe you’re the beneficiary of trust created by your great grandfather over seventy years ago that no longer makes sense.  Or maybe you created an irrevocable trust over twenty years ago that no longer makes sense.  Is there any […]

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