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Category: General Issues



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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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 12 2015

Estate Planning: Personal Information Records

From the National Law Review, this article discusses personal information record retention. Here are the top 10 records that should …

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Jan 30 2015

10 Planning Lessons to Learn from 2014

At the end of each year, we survey Bogutz & Gordon staffers to determine how clients might improve their estate …

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Sep 26 2014

If You Care About Your Burial, Communicate Your Wishes

The contentious battle over Casey Kasem’s final days has continued long after the radio icon’s death.  His second wife, Jean, …

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Jan 31 2014

Lessons from 2013 May Prevent Problems for Your Heirs

If you are reading this article, you probably have some interest in estate planning.  You then are likely the type …

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Jan 31 2014

States Differ on Whether Living Wills Are Followed During Pregnancy

Over the weekend, Marlise Munoz, the pregnant but brain-dead woman who was kept alive by aTexashospital against her family’s wishes, …

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Oct 31 2013

New Medicare Taxes Aimed at High-, Passive-Income Earners

This year there is a new tax in town, the Additional Medicare Tax.  There are two facets to this tax: …

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Oct 31 2013

Dia de los Muertos Reminds Us: Celebrate Those We’ve Lost

When a personal representative or trustee – and those of us who represent them — carry out a decedent’s estate …

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