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evolving, and if you haven’t updated your estate planning documents in a few years, there’s a strong chance your outdated paperwork may no longer be valid or, at best, not work as income and/or estate tax advantageously as it should.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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Wills, Trusts & Dying Intestate: How They Differ

Gabriel Katzner - - Estate Planning

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t take the steps to get that estate plan in place because we don’t understand the nuances between wills and trusts – and dying without either. Here’s what will generally happen […]

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Types of Trusts Used to Protect Assets

Gabriel Katzner - - Estate Planning

Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  However, that’s what I, as an estate planning attorney, do every day. I know the laws and will design a plan which addresses your specific situation. With a wide variety of protections and choices, these types of trusts support financial planning […]

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

Gabriel Katzner - - 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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