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, […]

Read More
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. […]

Read More
inheritance-law

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, […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More

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 […]

Read More