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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.

Jun 30 2017

Casey Kasem Fighting Isn’t Over Yet

Radio personality Casey Kasem died just over three years ago, and his widow and children are still fighting.  Now, his widow has filed a wrongful death lawsuit naming his three oldest kids and others.

Jun 29 2017

Solution for Elders Suffering from Depression?

A recent study at Duke University indicates that exercise can help keep depression in check among people age 50 and older.  This column suggests some ways to get your loved ones moving.

Jun 28 2017

Artist Dali to Be Exhumed Over Paternity

A judge has ordered the body of Salvador Dali to be exhumed so that his bones might be tested for a match with a tarot card reader who claims to be his daughter.  She says it’s not about claiming a portion of his estate (worth hundreds of millions), but about knowing the truth.  Right.  It’s never about the money.  Until it is.

Jun 27 2017

Life Insurance: Cash Out or Keep?

Many people have life insurance policies and wonder whether they’re worth keeping.  The answer is always, “it depends.”  And here are some considerations.

Jun 26 2017

7 Estate Planning Mistakes to Avoid

We all try not to make mistakes, but these seven are surprisingly common.  See if you are in danger of making them.

Jun 23 2017

Guardianship from a Mom’s Point of View

Parents of disabled children are sometimes surprised to find that their rights end when their child turns 18.  In order to continue to assist with health care, education, and daily life, parents might need a formal “guardianship.”  Here’s one woman’s story of how that went.  In Arizona, we use different terminology and ask slightly different questions, but the process is pretty similar.

Jun 22 2017

Unconfirmed but Promising Ways to Limit Dementia Risk

Recent studies show that there may be three significant interventions to prevent dementia:  cognitive workouts, controlling blood pressure, and exercise.

Jun 21 2017

Financial Advisors on Front Lines of Elder Abuse

Financial advisors are often the first people to suspect that elder abuse might be occurring.  But their training and knowledge, not to mention company policies, can vary widely.  It’s important to quiz your advisor to see if he or she might help protect you if warning signs arise.

Jun 20 2017

Estate Planning Primer Covers a Lot of Bases

Estate planning can seem overwhelming, particularly when you put everything in one breathless article like this one. It’s still good advice, just remember to pace yourself.

Jun 19 2017

Trusts and IRAs CAN Go Together

Lots of people (including financial advisors, CPAs, and even some estate planning attorneys) believe that trusts should never be beneficiaries of IRAs or 401(k)s, but that’s not at all true.  Naming a trust can be completely appropriate, even crucial.

Jun 15 2017

It’s World Elder Abuse Awareness Day

This year’s focus is on financial abuse, and stresses that the perpetrators are more likely to be spouses and adult children of victims than strangers. And the victims are usually women, people with cognitive impairments or disabilities, and those who are physically weak and/or isolated.  There’s till lots of work to be done, and this article argues that we should look to the culture, not laws or regulations, for fault and remedies.

Jun 15 2017

A Pro and a Con on Repealing the Estate Tax

The con: Estate tax repeal only demonstrates how fake President Trump’s populist message is.

The pro: Estate tax kills jobs, hurts families, and benefits lawyers, insurance salespeople, and big government.

Neither view appears to be very nuanced.