The estate planning process can seem intimidating. It involves making decisions that will affect your family for years to come. Who receives the assets you’ve worked a lifetime for? Who will be the guardian of your minor children? How do you ensure that the assets you leave your loved ones do not cause more harm than good / are not lost to some undeserving creditor or divorcing spouse? The pressure and nuances of making the right choices for the future are one of the reasons some people put the estate planning process off. Others assume their estate is not large enough or that this is only something the elderly or ill do. People find excuses and end up procrastinating, often until it is too late. However, ensuring you have a well drafted and maintained estate plan today is crucial, not only for you and your property, but for your family.
A comprehensive estate plan is more than deciding where your belongings and property go after you die. It provides for the management of your assets when you are alive and well, designates who makes financial and healthcare decisions when you become incapacitated, who cares for your children if you pass away, and beyond.
If you don’t have an estate plan in place, the decisions will be taken out of your hands and decided by the State of California. In an already grief-filled time, this can utterly destroy your family. If your wishes are unclear, or worse unstated, your family might be scrambling to make the best choices only guessing as to what you’d want to have happen. Grant them the peace of mind they deserve by planning ahead and taking care of your estate planning today.
To have a successful estate planning experience, you need the right attorney on your side. Not one with the slickest marketing or sales pitch, but rather finding the right San Diego estate planning attorney means finding someone with both a deep understanding of the issues and how to solve them as well as someone who can relate to you, your concerns and goals on a deep personal level. Your estate planning attorney needs to tackle complex topics such as finding ways to minimize estate tax liability, protecting your assets both during your life and post your death, helping to ensure your children are raised by the right people in the way you’d like, that your heirs receive their inheritance in a beneficial manner, and so on.
The right San Diego estate planning lawyer will take the time to understand your wishes, work through various planning structures with you until you are 100% satisfied with the direction in which your estate planning will proceed, and ultimately document them in a well drafted and maintained estate plan. Your estate planning attorney needs to be someone you can trust with your family’s long-term financial well being – not a role to be decided upon based on a lawyer’s slick marketing.
Estate planning is not pulling a template document off the shelf and filling in the blanks a la LegalZoom or the Suze Orman Trust Kit. Your family deserves better than that. They deserve an attorney expert with not only the law but different personal and financial situations and how best to mesh the law with your goals and concerns so your dreams are realized. This is nuanced work accomplished only through appropriate legal counseling between client and attorney. Modern comprehensive estate planning does not mean filling in the blanks in a last will and testament. Rather, it involves irrevocable and revocable trusts, asset protection, and custom drafting. An attorney has to be able to identify risks in your personal situation as well as potential estate planning concerns, communicate those challenges to you, and find an approach to minimize risks while achieving your goals.
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.
In addition to estate planning, Katzner Law Group also provides Probate and Trust Administration services. Bottom line, Probate and Trust Administration is where the rubber meets the road in the world of estate planning. A lawyer that only does estate planning, as opposed to handling both estate planning and administrative work post death, has no idea whether the estate plans they’re drafting for their clients will actually work when needed. We are proud that the work we do for our clients does not stop with their estate plan. Rather, we are there for our clients both during their lives and post their deaths. By handling such a great volume of administrative work post death we can look our client’s in the eye today knowing the estate plan we’ve drafted for them will work in the future when needed.
Losing someone close to you is an emotional time. During this time, the Probate or Trust Administration process is not something that many want to handle alone. Some probates can take between 9 – 24 months and can cost your family a lot of money if handled improperly.
This is why having an experienced San Diego Probate and Trust Administration Attorney for the probate or trust administration process is essential. An experienced attorney can make the process smoother and efficient for everyone involved. Working with the right estate planning attorney means knowing not just who will work with you on the estate planning process today but also who will handle the administrative work post your death. The team at Katzner Law Group has extensive experience on both ends of the process in California, making things easier for everyone involved.
There is a reason Katzner Law Group has over 150 and counting 5-star public and verifiable reviews and is so well regarded in the San Diego estate planning community. We practice exclusively in the interrelated areas of estate planning, asset protection (including Medi-Cal planning), and probate / trust administration post death. We have the right experience, which is essential when choosing which estate planning attorney to entrust with your family’s long-term well being. Estate planning, if done right, needs to be a lifetime engagement between attorney and client, not a one-off LegalZoom type transaction. If you opt for a general practitioner, or choose your lawyer based solely on price, over an experienced estate planning lawyer, you might cause long term damage to yourself, your family, and your finances. What’s more, working with someone inexperienced in estate planning can cause you to lose money or not even end up with a valid estate plan.
Estate planning is not a one size fits all approach – which might be what you find from a general practitioner or an online resource. It has to be individualized and tailored to your needs, property, and family. Estate law is very nuanced and requires both education and time for one to do it right.
It also requires a certain level of empathy and compassion to work with families and individuals preparing for the time when they will no longer be around. This is why Katzner Law Group is dedicated to this area of the law. We provide you with the experience needed to build a nuanced and comprehensive estate plan so that you don’t have to worry no matter what the future may bring.
If you need help planning your estate, don’t hesitate to get in touch with qualified San Diego estate planning attorney Gabriel Katzner today.
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