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Articles by Bogutz and Gordon



Feb 27 2017

Cheers for the ‘Death Tax’!

It sure seems like everyone is against the estate tax (aka “death tax”), but there are folks out there who …

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Feb 24 2017

Estate Planning Tips Via the Oscars

The Academy Awards are Sunday, and one of the popular nominated films offers some important estate planning lessons.  Manchester by …

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Feb 23 2017

You Can Get a Tax Break for Elder Care

Caring for an elder can be expensive, but you might be able to off-set some through tax exemptions or deductions: …

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Feb 22 2017

5 Great Estate Planning Tips

We see a lot of tips, but there are a few here that you don’t usually see, but really are …

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Feb 21 2017

Safe Harbor May Be on the Way for Reporting Financial Abuse

Momentum may be building in Congress for the Senior Safe Act, which aims to address the shortfall in reporting abuse by …

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Feb 20 2017

Staying Social Can Help Mental Fitness

A new study, sponsored in party by AARP, says keeping — and making new — social ties can help keep …

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Feb 17 2017

Fun Testimony From IRS vs. Michael Jackson Estate

The dispute over the Michael Jackson estate tax included some interesting, even chuckle-inducing, testimony from Jackson’s former manager, who is …

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Feb 17 2017

Immigration Crack Down Could Hurt Elder Care

President Trump’s immigration policies could end up increasing costs of elder care. This report says about one in four home-care …

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Feb 16 2017

Estate Planning for Singles

Without an estate plan, state law determines where your assets go when you die.  Generally, it’s to your spouse and …

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