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Category: Estate Planning



Jan 31 2017

To-Do and Not To-Do: Lessons from 2016

Every year, we survey the Bogutz & Gordon staff and compile ten lessons learned from our 2016 experiences (supplemented by …

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Jan 02 2017

6 Times to Review Your Estate Plan

There’s never a bad time to revisit your estate plan, but some life events make it really important.  Here are …

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Sep 30 2016

Do I Really Need a Will? Absolutely, In Most Cases

Does everyone need to have a Will?  Every adult should.
But if you — or someone you know — keeps …

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Aug 31 2016

IRS Regulations Could Derail Estate Planning Technique

If you have an estate that is large enough to be subject to estate tax, you might want to be …

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Aug 31 2016

Have (or Buying) Property? Know How to Hold Title

When you are sitting at the desk of a title company purchasing a new home, it is an exciting time …

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May 31 2016

Marriage and Divorce Change Everything – Even Your Will!

Many people know that if they die without a Will, the state has written one for them. This is through …

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Apr 29 2016

What’s a Gun Trust & Do I Need One?

As you may know, a Trust has both a Settlor (or Trustor or Grantor), the person who created it; and …

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Nov 29 2015

Charitable Giving: Do Good and Get Tax Breaks, Too

You might think that corporations give the most to charity, but it’s actually every day Americans who keep charities going.  …

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Nov 29 2015

Probate Is Not Always As Bad As Some Make It Sound

“Probate” is one of the most loaded and misunderstood terms in estate planning. It is used as a boogeyman to …

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Sep 21 2015

Contingent Beneficiary? Here’s What That Means

Estate planners often harp about being sure clients name a contingent beneficiary in their will or trust, or on retirement …

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