Are you wondering or worrying what would happen to your family and your assets if something unexpected or unfortunate happened to you?
The scary part is that if you don't have an estate plan, your state has a plan for you and they'll have the final say in what happens to you, your assets, as well as who cares for your minor children if you're incapacitated or die without an estate plan. The good news is that by putting in place an estate plan now you can regain the upper hand and have the final say in what happens to your family and assets.
We live in a world where being sued is all too common and those who have accumulated wealth or had professional achievement are likely to find themselves on the wrong end of a lawsuit at some point.
What can you do to protect what you have worked a lifetime for? Thankfully there are estate planning options, such as a domestic asset protection trust, that will allow you to protect your hard earned assets. The key with this sort of planning is to work with an attorney well versed in the space and to do such planning proactively because once you're facing a creditor it's typically too late.
Probate is the court process whose purpose is to prove the validity of a Will and distribute assets in accordance with the Will.
If you've lost someone close to you, probate is the last thing you want to deal with. I understand this and it's why guiding my client's seamlessly through probate is so very important to me. In most states, probate averages 9-18 months and can quickly get very expensive if managed improperly. It's important to work with a lawyer who's able to smoothly and efficiently navigate through everything involved in probate.
Medicaid is one of two government-operated health insurance programs in America. Medicare is the other. While most seniors know they can get Medicare benefits and understand what it takes to qualify, there is more confusion and uncertainty when it comes to Medicaid.
While Medicaid can be a financial lifesaver when you or a loved one needs nursing home care, the problem is a lot of seniors have saved money or have paid off properties. The assets seniors own could be disqualifying until they are spent on nursing care. Fortunately, Medicaid planning provides a way around this rule to allow seniors to keep their legacy.
Our experience with Gabe was excellent. He was always available and responded quickly via email/phone anytime we had a question. For us that’s half the battle and we never had trouble getting in touch with him. In addition, he was able to explain complicated legal documents in a straightforward manner to us. He always went above and beyond what we asked and took the time to make sure we felt comfortable before signing anything. We would highly recommend him.
I came across Gabriel Katzner through a friend’s referral as she had heard nothing but good things about him. Gabriel made it seamless for me to get a will in place.Gabriel did a great job with laying out the different options (pros/cons) of doing a will vs. a trust and answered all of my questions in a timely manner. Timely, efficient and knowledgeable are a few of the words I would use to describe my experience with Gabriel.
Great working experience with Gabriel and his team on my estate planning issues, including a health proxy, power of attorney and many other legal documents. He walked me through everything and then mailed me a binder with tabs for each section…very professional, reasonable fee, and nice person too! Highly recommend! Thanks Gabriel!
From start to finish, Gabriel Katzner made the uncomfortable task of writing a will comfortable. Years ago I actually purchased an inexpensive will (from a website) and figured I was covered, but my wife wanted a will from a real estate planner and I am glad she stuck to her guns. From start to finish Gabriel Katzner communicated with us on a regular basis. I highly recommend Gabriel Katzner for estate planning.
My wife and I engaged Gabriel for preparation of wills and related documents. Gabriel responded to all our questions promptly and completely, and we had full confidence in his advice. His client onboarding and document preparation process were straightforward and efficient. His office space and support staff were nice. I think Gabriel would be a great choice to consult for any individual’s estate planning needs whether simple or complex.
I could not be happier with my experience working with Gabriel Katzner. He is professional, accessible and clearly explained all my options. He patiently answered my questions and was thorough in his explanations. My experience with Gabriel was so positive I recommended him to several friends.
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