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Category: Miscellaneous

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 …

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Dec 21 2017

Consider . . . Re-evaluating Your Plan

About a decade ago, in preparation for a move from Virginia to Tucson, my husband and I hired a real …

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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 …

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Jan 02 2017

6 Times to Review Your Estate Plan

There’s never a bad time to revisit your estate plan, but some life events make it really important.  Here are …

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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

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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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 …

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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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Jan 30 2015

Estate Plan Check Up

It’s a new year and a good time to check your estate plan to see if it still matches your …

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