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Category: Featured

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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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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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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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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May 31 2016

No Will for Prince (Shocking), But He Needed Much More

“I can’t believe Prince didn’t have a Will!”
We hear that all the time. Consider for a moment that the …

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Apr 29 2016

What’s a Gun Trust & Do I Need One?

As you may know, a Trust has both a Settlor (or Trustor or Grantor), the person who created it; and …

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Feb 29 2016

Revocable Trusts Avoid Probate and More

A Revocable Trust is frequently marketed as a tool to avoid probate, and indeed it certainly achieves that goal in …

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Jan 29 2016

Lessons Learned From 2015

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

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Nov 29 2015

Probate Is Not Always As Bad As Some Make It Sound

“Probate” is one of the most loaded and misunderstood terms in estate planning. It is used as a boogeyman to …

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