Are Handwritten Intentions Enforceable? Princess Diana Thought So…

Gabriel Katzner - January 5, 2016 - Estate Planning

Princess Diana of Wales was one of the world’s most loved celebrities – and one of the richest.  Her tragic death in 1997 was world news. The majority of her estate, reportedly worth $40 million at the time of her death, was divided between Prince William and Prince Harry in her estate plan. However, she […]

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3 Mega-Celebrities Who Died Without A Will: Do Not Follow In Their Footsteps!

Gabriel Katzner - December 22, 2015 - Estate Planning

A will documents who gets what (and when) after you die. Without a will, state law doles out your belongings. In many cases, your assets may end up in the hands of complete strangers.  That’s exactly what happened to these three mega-celebrities: James Dean. Dean died intestate (without a will) in 1955 at the age […]

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Estate Planning to Keep Your Family Out of Court After You Die

Gabriel Katzner - October 8, 2015 - Estate Planning

I’m going to detail several ways you can keep your family out of court after you die but one of them is far and away the most important: act while you are alive! It sounds obvious, after all it’s difficult to put an estate plan in place after you die. That being said, estate planning […]

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Estate Planning When You Own Your Own Home

Gabriel Katzner - September 25, 2015 - Estate Planning

If there is one group of parents who often do much harm to their estate planning it is homeowners. A simple Google search reveals one bad idea after the other and parents who are trying to protect their family often fall victim to the misinformation. Most everyone wants to avoid probate. If you were to […]

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How to Ensure that Family Heirlooms Don’t Cause a Family Fight

Gabriel Katzner - August 26, 2015 - Estate Planning

Oftentimes more important than the money or other assets we leave our loved ones are the family heirlooms that have been passed down for generations. Maybe it’s a tradition in your family that the youngest child is to receive the heirloom from your grandfather. Or maybe tradition dictates that the decision is left entirely up […]

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Estate Planning to Protect Adults with a Discretionary Lifetime Trust

Gabriel Katzner - July 6, 2015 - Estate Planning

Most everyone understands that estate planning is needed to protect minor children. Should something happen to you, you would not want a court to decide who should be the guardian of your child or when your child should inherit the money you left to them. This is common sense. But we live in an age where […]

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4 Reasons to Take Care of Estate Planning This Year

Gabriel Katzner - June 4, 2015 - Estate Planning

In this article I would like to discuss the reasons to take care of estate planning this year. The benefits are not “I took care of my estate planning so now I have this thick set of documents in my fireproof safe. This feels great.” The benefit is found in knowing that you have done […]

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