Latest Blog Posts By Category

  • Beneficiary

    The latest posts for Beneficiary are listed below.
    • A Cautionary Tale: Beneficiary Designations

      At Johnson, Gasink & Baxter, LLP every client with a trust-based plan has been given custom advice and instruction on “funding” their trust with their assets. Unfortunately, not everyone gives trust funding its due respect, and some clients fail to fully fund their trusts. When it comes to funding a trust, I can provide the advice and direction, but the responsibility is really on the client to ...

    News Cateogry

    The latest posts for News Cateogry are listed below.
    • Final Hour Changes to Tax Law

      As 2017 quickly winds down, I find myself reflecting on the past year and speculating as to what the New Year will bring. Most of us would agree that the past twelve months have certainly been tumultuous. In the beginning of 2017 we saw Donald Trump take his seat as the 45 th President of the United States and with that he ushered in a significant shift in American politics. This past year has ...


    The latest posts for Newsletter are listed below.
    • Tangible Effects Memorandum: Who receives my jewelry when I am gone?

      “A goal without a plan is just a wish.” - Antoine de Saint-Exupéry Over the years I have noticed many of my clients focus their time and efforts planning for the distribution of their real property and financial assets (residences, businesses, stocks, bonds, etc.) rather than their tangible personal property. Often the allocation of their tangible personal property is merely an afterthought. For ...
    • Buy-Sell Agreements and How to Fund Them

      Buy-Sell Agreements are key documents that any business should have to establish the contractual obligations and rights of the owners at specific triggering events; e.g. death, divorce, bankruptcy, disability and/or retirement of an owner. Any good Buy-Sell agreement will have certain provisions such as establishing the priority for who can purchase an interest and a method to establish the ...
    • Can the Bank Make Me Refinance?

      Heirs and beneficiaries often call the firm asking whether they need to refinance when they inherit property. Many worry they could not qualify for a loan on the property they inherited. Although the law regarding forced refinancing is clear and settled, most folks are unaware of their rights. Mortgages 101 Most debt is cancelled on the death of the debtor. The word ‘mortgage’ comes from French ...


    The latest posts for Probate are listed below.
    • Can You Probate a Missing Will?

      June brings the end of the school year and the beginning of summer. JGB just celebrated its 9 th birthday and we hope all our clients and friends are all doing well and are enjoying the Virginia spring. Note to our professional advisor friends: Please ‘save the date’ for JGB’s annual three-hour CE class this fall on the following afternoons (details to follow later): September 12: Virginia Beach ...
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