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Category: Featured

Dec 21 2017

Consider . . . Re-evaluating Your Plan

About a decade ago, in preparation for a move from Virginia to Tucson, my husband and I hired a real …

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Oct 31 2017

Plan Carefully for Out-of-State Real Property

We all know that many Tucsonans came from someplace else. This means quite a few have real estate located in …

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Sep 29 2017

If You Are Approaching 65, Map Out a Medicare Plan

Turning 65 Soon?
For many older Americans, 65 is a magic number. ┬áNot only does it mean passing the age …

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Aug 31 2017

Planning Is Crucial if You Have Children With an Ex

How do you choose between your spouse and your children? It may sound like a tough hypothetical in a philosophy …

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Jul 31 2017

Are Gifts and Bequests Better in $ or %? It Depends

When clients come to us to prepare a Will or Revocable Trust, some have a long list of potential beneficiaries, …

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Jun 30 2017

Estate Plan Can Help Beneficiaries in Uncertain Times

Unless you have successfully turned off the outside world, you have heard about the effort to reform or repeal the …

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Apr 28 2017

A To-Do List for When a New Baby Arrives

Welcoming a baby into the family is a joyous occasion. Along with that joy come some planning questions for both …

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Mar 31 2017

New Law May Complicate Enforcing Living Wills

Arizona lawmakers may have just complicated your Living Will.
Gov. Doug Ducey signed Senate Bill 1439, which protects health care …

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Feb 28 2017

Trending: Protecting a Beneficiary’s Inheritance for Retirement

For decades, or, frankly, centuries, continuing trusts for a beneficiary have been a way to deal with a person too …

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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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