Trust Funds

Trusts – The Swiss Army Knife of Estate Planning

Gabriel Katzner - April 19, 2019 - Estate Planning

The word trust or “trust fund” is often wrongly associated with great wealth and the kinds of financial tools that most of us will never need to use. But this association is grossly mistaken. The truth: A trust is nothing more than a functional, effective estate planning device that can help any one of us […]

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Reverse Mortgages

Reverse Mortgages and Estate Planning

Gabriel Katzner - April 17, 2019 - Estate Planning

TV ads targeting retirees often pitch the benefits of reverse mortgages, a concept that can seem easy and appealing. With a reverse mortgage, as long as you own and occupy your home, you can pay for your expenses with a loan that you won’t need to pay off. You can bring in a form of […]

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San Diego Estate Planning Attorney

Open Enrollment: Keep These Estate Planning Considerations in Mind

Gabriel Katzner - April 12, 2019 - Estate Planning

Between late October and early November, employers typically send out summaries of the benefit plans offered by the company, so employees can change or update these benefits during the open enrollment period. Employees use this window of opportunity to adjust their retirement plans, health, dental, vision, disability and life insurance coverage. Whether your employer pays […]

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San Diego Tax Planning

Estate and Income Tax Planning in the New Environment

Gabriel Katzner - August 27, 2018 - Estate Planning

Estate tax planning and income tax planning are rapidly evolving, and if you haven’t updated your estate planning documents in a few years, there’s a strong chance your outdated paperwork may no longer be valid or, at best, not work as income and/or estate tax advantageously as it should. Also, in December 2017, Congress passed […]

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Common Obstacles to Successful Estate Planning

Gabriel Katzner - August 19, 2018 - Estate Planning

There are several threats and obstacles to successful estate planning that need to be overcome. Poor estate planning can lead to heartache, confusion, expense and even disaster for the loved ones left behind after the death of an estate holder. Without adequate planning and clear instructions, families experience conflict and uncertainty that can almost always […]

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I Was Interviewed For an Estate Planning Article…

Gabriel Katzner - March 30, 2017 - Estate Planning

I was interviewed for an estate planning article titled “Learn the Basics of Estate Planning for New Parents” by Brightpeak Financial. Here’s a link to the article: Learn the Basics of Estate Planning for New Parents

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Wills vs. Trusts: A Quick & Simple Reference Guide

Gabriel Katzner - March 3, 2016 - Estate Planning

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact an expert, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a conservatorship and guardianship. A revocable living trust allows […]

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