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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.

Mar 16 2018

Practical Steps to Protect You from Elder Abuse

Here are six easy steps to take while you still have all your faculties that can make it harder for someone to exploit you.

Mar 15 2018

The New Tax Law and Charitable Giving

If you are inclined to give to charities, the new tax law makes getting a break for that a little tougher.  This article explains some strategies that can help give and still save on taxes.

Mar 15 2018

15 Estate Planning Tips in Two Takes

Take 1: 7 reasons to revisit your estate plan, even absent the new tax law.

Take 2: 8 signs your estate plan might be worthless.

Mar 14 2018

Harper Lee’s Estate Sues Over Script

The estate of author Harper Lee is suing producer Scott Rudin’s company over the depiction of several characters from To Kill a Mockingbird in a Broadway adaptation. Both sides say they have final say on the script.  Meanwhile, the New York Times sued to make the writer’s Will public; they won, but Lee had a trust, so the Will was a typical “pourover” and didn’t include much.

Mar 12 2018

Family Fights Over Professor’s Estate

As the story goes, a legendary San Antonio author and educator never executed a Will because he knew that everything would go to his baby sister.  Well, baby sister’s estranged daughter ended up being the beneficiary of a Will executed just months before he died in a nursing home.  Mother and daughter are now battling over the estate.

Mar 11 2018

Alzheimer’s Cure Remains Elusive

The search for a cure for Alzheimer’s continues, and this article seems to indicate science is still a long way from figuring out what might work.

Mar 10 2018

Company Accused of Being a “Trust Mill”

Washington State has filed charges against a company, accusing it of using deceptive practices by offering a free lunch during which it pitched trusts.  They then apparently persuaded clients to buy into annuities and other investments, for which they earned commissions.  Beware.

Mar 08 2018

Studies: Exercise Slows Aging

Yet another study indicates that exercise can help us age healthier.  One compared people who have exercised their entire lives with those who haven’t.  Guess what?  The exercisers “defied the aging process.”  Another found that middle-age women with a high degree of cardiovascular fitness avoided or delayed dementia.

Mar 08 2018

When Parents Die Broke

If someone dies without enough money to cover their debts, the estate is considered insolvent.  It might mean nothing needs to be done, but often it’s better to take some action.

Mar 07 2018

This Is an Estate Sale: David Rockefeller

On May 8, Christie’s will begin auctioning items from the estate of David Rockefeller, the last grandchild of John D. Rockefeller.   The estate includes pieces from significant artists, including Picasso, Monet, Hopper, and more.  The auction is considered “one of the largest single liquidations of a personal fortune in American history.”  The proceeds will go to charities.

Mar 06 2018

ODB Estate Developing Cryptocurrency

The estate of late rapper Ol’ Dirty Bastard (aka ODB) is getting into the cryptocurrency buisness by creating a currency to be known as Dirty Coin.

Mar 02 2018

IRAs: Tricky to Give and Tricky to Receive

IRAs can be one of the trickiest assets to both leave to your beneficiaries or inherit from someone else.  Here are “dos and dont’s” for leaving yours to a loved one and your options if you inherit one.