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Category: General Articles



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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Oct 30 2016

Estate Planning In A Digital World

Arizona recently enacted the “Uniform Fiduciary Access to Digital Assets Act.” If you think that sounds like a mouthful, that’s …

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Sep 30 2016

Fernandez & Girlfriend’s Unborn Child Could Inherit Millions

Baseball’s Jose Fernandez, who was killed at 24 in a boating accident, left behind a pregnant girlfriend.  As this piece …

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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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Sep 30 2016

ABLE Accounts Are Up and Running

Some people with disabilities have a new option for saving that can preserve needs-based benefits.    They’re called ABLE accounts, for …

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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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