Blog Posts in 2015

  • Merry Christmas from JGB!

    With the family together, it may be a good time to go over your estate plan. This article lists five things you need to do if you have not already done so: http://usat.ly/1NSyMpa - Dan
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  • A Relatives Debt After Death

    After a loved one passes away, you may find that they have debt. You may or may not be responsible for the debt accrued by your loved one in their life time. Read the attached article entitled “Are you responsible for a relative’s unpaid bills?”, and if you have additional questions contact your attorney’s office. http://www.aarp.org/money/estate-planning/info-08-2010/debts_after_death.html - Jere ...
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  • Just Give Everything Away

    In case you missed it, Facebook founder Mark Zuckerberg and his wife recently welcomed the birth of their daughter. In a rather eccentric celebration of their daughter’s birth, Zuckerberg and his wife promised to donate 99% of their Facebook shares to charity. You shouldn’t fret that the market will be flooded with Facebook stock as the transfer is to Zuckerberg’s personal charitable foundation, ...
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  • Social Security Benefits And Planning For Retirement

    Deciding when to take Social Security is one of the most daunting choices our clients face. I always recommend sitting down to discuss your options with a trusted financial advisor. This article from USA Today discusses the new ‘Planning for Retirement’ tool from the Consumer Financial Protection Bureau. Click the link from the article to the CFPB’s website and see how electing benefits at ...
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  • Why Do Single People Need Estate Plans?

    It is important to have a power of attorney, healthcare power of attorney, and will, regardless of marital status. These documents will ensure that you have someone to speak on your behalf if you are unable and that others will know how to carry out your wishes. See the attached article for more detail, and if you have any detailed questions contact your attorney’s office. ...
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  • Why Do Single People Need Estate Plans?

    It is important to have a power of attorney, healthcare power of attorney, and will, regardless of marital status. These documents will ensure that you have someone to speak on your behalf if you are unable and that others will know how to carry out your wishes. See the attached article for more detail, and if you have any detailed questions contact your attorney’s office. ...
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  • What Should You Know About Debt After Death?

    Please take a look at the following article regarding the debt of a loved one after their death. This article should only be used as an outline and it is best to contact an estate administration attorney before taking any action. http://blog.credit.com/2013/10/debt-after-death-10-things-you-need-to-know-69745/ - Spencer
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  • Estate Planning for Individuals Without Children

    The default laws are designed for families with children. Those who do not have children need to carefully select their executors, beneficiaries and medical decision-makers. It is much better to choose than to endure a mishmash of well meaning remote family and circuit court judges making decisions about who takes care of you and your estate. ...
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  • When Should You Do an Estate Plan Review?

    The attached article discusses why it is important to update your estate plan through life changes. While this article specifically discusses marriages, divorce, births, deaths, incapacity, changes in assets, moving, and changes in law, there are many other reasons you may want to update your estate plan. As always, if you have a specific question or concern regarding your estate plan, contact ...
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  • Craniofacial Care Patients

    Bryce Marshall, a Children’s Hospital of Richmond Center for Craniofacial Care patient, created this documentary as his Eagle Scout Project. Please take a few moments and watch the video exploring teens' feelings and their knowledge about their own craniofacial diagnoses. https://www.facebook.com/chrichmond/videos/10153313106739675/ -Spencer
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  • Caring for parents with dementia is draining

    This Saturday, JGB is a proud sponsor of Williamsburg's Walk To End Alzheimer's. We have seen the effects this disease has wreaked on our families, our clients, and our communities. This article from USA Today explores the personal and financial cost caregivers face when helping a loved one with Alzheimer's disease. http://usat.ly/1LBKOSo -Dan
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  • Sibling Rivalry and Estate Planning

    All too often, we see sibling rivalry complicate estate planning. In the attached article learn more about the Jimi Hendrix Estate and how it was handled between his siblings, after his father passed away in 2002. http://www.wsj.com/articles/sibling-rivalry-complicates-estate-planning-1441791001 -Jeremy
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  • Estate Planning for Your Art

    Even though most of us don’t have an original Monet painting hanging over the mantel, here is an interesting article regarding Art and your estate plan. http://www.nytimes.com/2015/10/01/arts/international/estate-planning-can-get-tricky-when-art-is-concerned.html?_r=0 - Spencer
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  • When should I update my will?

    The simple answer is to update your will any time there is a change in your beneficiaries, representatives, estate assets or the tax law. The following article lists some specific dates to look for- if your will predates the listed dates you may want to come in for a technical update even if your situation has not changed. -Dan http://www.marketwatch.com/story/check-the-freshness-date-on-your-will ...
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  • Choosing How We Die

    A new proposal on “advanced care planning” may soon change how patients are able to navigate their end-of-life choices. Read the below article by Theresa Brown to learn more about the current statues and the proposed changes. “Patients have little guidance in navigating end-of-life choices, and doctors have little incentive to offer it. That may soon change: On July 8 the Centers for Medicare and ...
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