Estate Planning to Protect Adults with a Discretionary Lifetime Trust

Gabriel Katzner - July 6, 2015 - News

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 - News

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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Payable on Death Bank Accounts

Gabriel Katzner - June 2, 2015 - News

Payable on Death bank accounts have become increasingly popular as a means to avoid probate over the last few years. This rise corresponds in no small part to their popularity on various internet forums. Anything that’s “easy” and can avoid probate must be good, right? Let’s examine these accounts in more detail. Payable on Death […]

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Learn How to Name an IRA Beneficiary

Gabriel Katzner - May 31, 2015 - News

It seems easy: just pick who you want to inherit the money in your IRA and list them as the IRA beneficiary. It doesn’t seem like a topic deserving of its own article. But your family could end up losing a substantial amount of money if you designate the wrong beneficiary. Beneficiary designation is an […]

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Where a Will Based Estate Plan Falls Short

Gabriel Katzner - May 29, 2015 - News

Some people have been trained to think, “If I have a will based estate plan that means my estate planning has been properly taken care of. I’ve done all that I can for my family.”  Unfortunately that is not the case. While a will based estate plan is better than no estate plan it unfortunately falls […]

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Why Everyone Needs an Estate Planning Agent

Gabriel Katzner - May 27, 2015 - News

Everyone needs an estate planning agent – and not the Hollywood type. An estate planning agent is someone you designate to handle your estate after you’ve gone or who can make decisions for you if you cannot make them for yourself. Here are the kinds of estate planning agents everyone needs: Trustee or Executor – […]

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