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Category: General Articles



May 30 2017

What to Do With a Timeshare? Some Options

Own a timeshare? If you’re funding a revocable trust or otherwise establishing your estate plan, you should be aware of …

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May 30 2017

Probate Involves Wills, Heirs, and Much More

The word “probate” is probably one of those terms that you’ve heard people use, but you may not be totally …

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Apr 28 2017

New Ruling is Another Reason to Update Beneficiary Designations

Divorced or divorcing?  If you needed another reason to update your beneficiary designations, here’s one:
Metropolitan Life Ins. Co. v. …

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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

Own Copyrights? There May Be Special Planning Required

If you are a creative person who puts your talents to work, you probably own copyrights, and it’s important to …

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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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Feb 28 2017

Trusts and Insurance: Check Your Policies

When you set up a trust, you should also think about your insurance.  There’s title insurance and home owner/fire insurance …

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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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Oct 30 2016

Test Your Estate Planning Awareness

How’s your estate planning awareness?  In honor of Estate Planning Awareness Week (which has been celebrated in October for the …

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