Recent Posts in Newsletter Category

  • The Dangers of DIY Estate Planning

    “Can’t I just use an online will creator?” “My [son/sister/friend]’s estate is pretty small. An internet form will work for that, right?” I am no stranger to the do-it-yourself approach—I’m married to an engineer, after all. We enjoy personally maintaining our bicycles, we do a lot of our own car maintenance, and we even attempted to sand and refinish our hardwood floors (that was less of a ...
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  • Estate Planning for Military Families

    Estate Planning can be daunting for anyone. The dizzying array of benefits and options coupled with the emotional charge of knowing that a loved one may be in harm’s way when serving the country adds additional challenges to the process. This article briefly explores the unique issues military families face when preparing their Estate Plan. We will continue this subject with a subsequent ...
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  • TRUMP and TAXES - How Does This Impact Your Estate Plan?

    (W&M Law Student and Spring 2017 Extern) The results of the 2016 Presidential election were surprising to some and a relief to others. Towards the end of the election season, the spotlight was focused on Clinton’s campaign and less attention appeared to be given to Trump’s tax policy position. In order to help our clients better understand our 45 th President’s tax policy proposal and its ...
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  • Special Needs Trusts and the ABLE Act

    One of the most common goals in estate planning is to protect loved ones. How to actually do so really depends on the beneficiary’s particular circumstances and needs. A beneficiary with special needs is often a complex situation to address. The term “special needs beneficiary” refers to an individual who will likely receive needs-based government benefits in the future or is currently receiving ...
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  • Writing an Obituary

    A client recently asked me for advice on how to write an obituary. Having no idea, I consulted my father-in-law, Dave Callahan, who spent most of his career working for Gannett newspapers. All credit for this newsletter belongs to him. When to write an obituary Sometimes it's possible, and advisable, to prepare the obit ahead of time. If death is imminent, a family member who writes with clarity ...
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  • Isn't Trust Settlement Automatic?

    I have noticed a consistent misunderstanding amongst clients and potential clients that should be addressed. Too often I hear people exclaim that settlement of a trust at death is ‘automatic.’ I am not certain how they arrived at this conclusion; however, it is completely and utterly flawed. Let’s reason through this together. First, a revocable living trust (RLT) is a document, pure and simple. ...
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  • JGB Richmond Office Expansion and TrustguardTM

    Now that summer is winding down, we can reflect on the year’s events and look forward to finishing it out with happiness and success. With that said, Johnson, Gasink & Baxter, LLP is happy to announce a few changes with the firm regarding our Richmond office as well as an early reminder about our TrustguardTM program. New Office Our Richmond office has moved to a new, larger space at 3741-B ...
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