Category: General Issues

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 …

> Read This Article

---

Jan 05 2017

Gift to Tennessee Dogs & Cats Will Last Forever

A Tennessee woman who loved cats and dogs, left $1.2 million to be used to help local pets.  Already, the …

> Read This Article

---

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 …

> Read This Article

---

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 …

> Read This Article

---

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 …

> Read This Article

---

May 31 2016

Marriage and Divorce Change Everything – Even Your Will!

Many people know that if they die without a Will, the state has written one for them. This is through …

> Read This Article

---

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 …

> Read This Article

---

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 …

> Read This Article

---

Nov 29 2015

Charitable Giving: Do Good and Get Tax Breaks, Too

You might think that corporations give the most to charity, but it’s actually every day Americans who keep charities going.  …

> Read This Article

---

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 …

> Read This Article

---