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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New Homeowners

4 Tips for Every New Homeowner

Gabriel Katzner - April 29, 2019 - Asset Protection

Congratulations! You just bought a new home! Homeownership is a major life event and one of the biggest financial decisions most of us will ever make, and at this stage, the toughest obstacles on this journey are now behind you. You’re ready to start putting down roots and making your new house into a home. […]

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Why Receiving an Inheritance Changes Your Estate Plan

Gabriel Katzner - April 25, 2019 - Estate Planning

If it’s handled and managed properly, an inheritance can be a blessing. But if not, this windfall of new assets can easily become a curse, and can actually lead to a surprising avalanche of financial problems. Too often, unprepared recipients of an inheritance mismanage and squander their assets very quickly, often due to creditor issues, […]

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inheritors trust

What is an Inheritor’s Trust?

Gabriel Katzner - April 22, 2019 - Trust Administration

Trusts can be an essential tool for estate planning purposes, and a trust can take any one of several different forms. The form you choose will vary based on the intentions and goals you have for your estate plan. The inheritors trust, for example, can be used to protect an inheritance if you’re expecting to […]

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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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