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Category: Featured

Jan 08 2020

The SECURE Act Kills the “Stretch” IRA

In surprising bipartisanship, the recently passed spending bill signed by the President includes a dramatic change for retirement plans, like …

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Nov 01 2019

Guardian Nominations in Wills: Protecting Your Minor Children

Guardianship nominations are sometimes an overlooked provision in estate planning documents; however, these provisions should remain updated much like any …

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Oct 01 2019

Beneficiary Designations: Common Mistakes to Avoid

Assets such as bank accounts, retirement plans, and life insurance policies have their own beneficiary designations, meaning that upon your …

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Sep 01 2019

When to Update Your Estate Plan

Many of our clients often ask, “When should my estate plan be updated?” It is a great question and one …

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Jan 31 2019

10+ Lessons from 2018

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

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Dec 28 2018

DNA Test Kits May Mean It’s Time to Refine Your Estate Plan

DNA testing kits were again one of the most popular purchases this holiday season – right between a smart robot …

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Oct 31 2018

It’s Fall: Time to Evaluate Your Medicare

It’s not just the season for goblins and pumpkin spice.  It’s also the season for Medicare enrollment, and that’s why …

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Sep 28 2018

New VA Rules for Care Benefit Become Effective Oct. 18

October 18 is an important deadline for veterans and their spouses.  That’s because the Department of Veterans Affairs is implementing …

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Aug 31 2018

Share Final Wishes, Consider Who Will Carry Them Out

In estate planning, it’s important to try to anticipate any possible dispute among loved ones, including arguments over funerals, burials, …

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Jul 31 2018

ALTCS: Will They Take the House?

When clients (or their grown kids) start thinking about the possibility of nursing home care, one option to discuss is …

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