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How to Make Your Estate Plan Easy to Administer
How to Make Your Estate Plan Easy to Administer

“I want to make my [child’s, spouse’s, niece’s, friend’s] life easier.” This is the one of the most common reasons my clients list for why they want to create an estate plan. With the holidays just around the corner, now is the perfect time to review your big blue binder and ...

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Blog Posts in 2016

  • 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 ...

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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 ...

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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, ...

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  • The 4 Most Common Estate Planning Mistakes

    Please take a moment to read this article from Forbes.com describing the four most common estate planning mistakes. ...

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  • The $400 Emergency

    Most of our clients are prudent and fortunate enough to have set aside an emergency fund. A recent study by the Federal Reserve indicated that most ...

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  • Celebrating Mom

    Celebrating the bond with mom is something enjoyed on Mother’s Day. That bond is particularly important for children who have mothers with ...

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  • Probate of Prince’s Estate

    Over the last few weeks we have seen the drama unfolding with the tragic death of Prince. Prince resided and passed away in Minnesota and with no ...

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  • Celebrities Who Have No Estate Plan

    What can you learn from Prince's estate? That you need to plan for your own affairs. Read the two below articles, one discusses Prince's estate in ...

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  • The Cost of Alzheimer’s

    Alzheimer’s effects millions of people, not just those dealing with the disease, but also their family members. This article looks at the effect that ...

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  • Doctors End of Life Decisions

    Please take a moment to read this article. It examines the startling difference between end of life decisions doctors make for themselves, versus the ...

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  • Can I retire?

    Do I have enough savings to last my lifetime? We get these questions from clients all the time. The short answer I give is to talk to your financial ...

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  • Writing Your Own Estate Plan

    The following article discusses some of the many reasons you should not write your own testamentary plan. Even with services like LegalZoom, every ...

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  • Estate Planning Check Up

    Many people foolishly believe one estate plan, without subsequent reviews and edits, is sufficient for their needs. In many instances this results in ...

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  • The Ins And Outs of Inheriting an IRA

    An IRA is often one of the largest assets in an inheritance. It has tax benefits and passes quickly after death to the beneficiaries. This article ...

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  • What You Need T Know As A Beneficiary

    The duties of an executor of an estate are equivalent to a full-time job. Unfortunately, this is not an easy process where beneficiaries can receive ...

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  • Looking For a New Supreme Court Justice

    The recent and unexpected death of conservative Supreme Court Justice Antonin Scalia has put significant pressure on Congress and thrown quite a curve ...

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  • Donor Advised Funds

    Clients often ask me about Donor Advised Funds. Donor Advised Funds are a great alternative to family foundations and charitable trusts for those who ...

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  • Leaving Money to No One

    The attached article talks about a business man and Holocaust survivor, at his passing his estate was worth almost $40 million. This individual had no ...

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  • Don't be too cheap to buy life insurance

    JGB is a Trust & Estates law firm; we do not sell any insurance. Sometimes our clients do not understand we recommend they get life insurance or ...

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  • Strategies for Estate Planning

    Estate Planning is not just for the super wealthy. We all need to have the tools in place to ensure that our wishes are met. Read the attached article ...

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  • Happy New Year!

    For those approaching retirement, a common New Year’s resolution is to knuckle down and finally learn how their Social Security will work. A recent ...

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  • Estate Planning Tips For Individuals Under 40

    It is important for all adults to have at least a basic estate plan, regardless of age. The basic estate planning essentials for all persons over the ...

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