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Category: Estate Planning



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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Aug 28 2015

Extra Steps to Consider to Make Sure Your Pets Get Proper Care

We’ve written about pet trusts before. But there’s more you can do to ensure that your pets get proper care …

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May 29 2015

Living Wills and DNRs: Very Different Documents

When contemplating health care decision making, clients often want to discuss two documents: a Living Will and a Do Not …

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Mar 31 2015

If a Loved One Is Slipping, Act Quickly

When a loved one’s ability to handle his or her own affairs starts to decline, it’s wise to take action …

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Mar 31 2015

Avoiding Fights Over the Tupperware

For decades, Bogutz & Gordon has been providing estate planning clients with blank forms for making lists of gifts of …

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Feb 27 2015

ABLE Increases Options for People with Special Needs

There may soon might be another option to hold funds for individuals with special needs.  Late last year Congress passed …

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Feb 27 2015

Estate Planning for Your Digital Assets

Facebook’s announcement this month that they have decided what to do with user accounts when a user dies points to …

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Feb 03 2015

Planning is Vital for Non-Cookiecutter Families

Estate planning is particularly important if you have what is considered a non-traditional family situation.  “Non-traditional,” though, more and more, …

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Feb 02 2015

9th Circuit Allows Beneficiary Change by Phonecall

The 9th Circuit ruled last week that the change of a beneficiary designation on a retirement plan might be accomplished …

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