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This & That: The B&G Blog

Welcome to our blog and the portal to our newsletter articles.  To the right, you can view past articles and blog posts by category, and below, we share some of the latest news and views from around the web and within the firm.  Please note that the information provided is meant for informational purposes and is in no way a replacement for professional legal, tax, or therapeutic advice.

Oct 30 2017

Transferring Digital Currencies at Death

People who hold digital currencies such as bitcoin need to think carefully about passing them on.  Something known as a “dead man’s switch” is popular but flawed, and the ideal solution has not yet emerged.


Oct 27 2017

Why You Might Want a Trust

Clients often ask if they need a trust instead of a Will.  It’s a very personal decision, but here are some things trusts can do for you.


Oct 26 2017

Considering Moving Closer to Family?

With families commonly spread out across the country, or even the world, many parents consider moving closer to a family member as they age.  Consider making some plans sooner, rather than later.


Oct 25 2017

Survey: Caregiving Has Its Rewards

A new survey of those caring for loved ones with dementia indicates the rewards of providing care are not insignificant: 45 percent said their work was very rewarding.  On the other hand, there’s stress: a whopping 78 percent said caregiving was at least somewhat stressful.  Few (28 percent) sought respite help outside the home for themselves.


Oct 24 2017

Having the Money Talk

Grown children hate talking to their parents about money, but there are important reasons to do it.  Here are some tips to get you on the path to better communication.


Oct 23 2017

Estate Tax or Not, You Need a Plan

You may be convinced the GOP will finally eliminate the estate tax.  Great, but you still need an estate plan.  Here’s why.


Oct 20 2017

IRS Announces Tax Limits for 2018

The estate tax exemption is going up to $5.6 million (the IRS zoomed right by $5.5) for 2018, and the annual exclusion amount finally makes it to $15,000, up from $14,000.  More.


Oct 19 2017

The Tomayto and Tomawto of Taxes

Some call it the “death tax,” others call it the “estate tax.”  The branding means more than it probably should, but here’s how it got started.


Oct 19 2017

New Tool in Elder Abuse Fight

New federal elder abuse law aims to make it easier to prosecute scammers.


Oct 18 2017

Choosing Your Executor/Trustee

We often talk about how important it is to carefully choose who will administer your estate, whether via a trust or a Will.  Here’s the story of several famous picks, and a lot of them did not go well.


Oct 17 2017

A Primer for Care Options

Did you know Reader’s Digest is still around?  This month, it provides an informative primer on care options, from in-home housekeeping to hospice.


Oct 16 2017

Review Your Revocable Trust

If your revocable trust was drafted a while ago, it might include provisions that could hurt you income tax-wise.  Here’s what to look for.