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Category: General Articles



Apr 30 2018

Reasons Everyone Needs an Estate Plan

Whether a person has millions of dollars or more modest assets, there are multiple reasons to get and maintain an …

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Mar 30 2018

Giving Real Estate: Many Options, Many Considerations

Real estate is frequently an important asset in estate planning.  Whether the property is an investment asset dear to the …

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Feb 28 2018

Estate Planning for Young Adults Can Save Time, Money, Heartache

When we think about executing estate planning documents, what doesn’t typically come to mind is a 17- or 18-year-old son …

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Jan 31 2018

10 Lessons from 2017 to Make Your Plan Work Better

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

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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

The Estate Tax is on Life Support, and Everyone Has an Opinion

The modern federal estate tax, which has been with us for just over 100 years, might finally be on its …

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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

MICE Factors Are Lurking in Your Retirement Accounts

Dealing with IRA’s, 401k’s, and other retirement plans is THE most complicated issue for estate planning in otherwise straight forward …

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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.  Not only does it mean passing the age …

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Aug 31 2017

Appraisals Are Important: 3 Steps to Getting It Right

Most everyone knows that appraisals are used to document  how much assets are worth.  Appraisals play a particularly important part …

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