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For such a diminutive document in your large JGB Trust Portfolio binder, your Certification of Trust (herein “COT” for short) does more than its share of heavy lifting for your estate plan. At first glance, this document may seem superfluous; something your attorneys stuck ...
Read MoreAs some colleges and universities open up for in-person instruction, it is worth taking some time to discuss estate planning for your college-age ...
View MoreHollywood v. Reality Many television shows, books, and made-for-TV movies have taken creative license when describing the reading of the Last Will and ...
View MoreA long-time client passed away recently and his family felt stressed and confused about what needed to be done right away. His widow asked me to ...
View MoreNo, this isn’t the “Handbook for the Recently Deceased” from the 1988 cult classic film, Beetlejuice ; however, I will endeavor to make it just as ...
View More“Do I even need a Will?” This is one of the most common questions we hear as estate planning attorneys. The reason for the question varies but the ...
View MoreGiven the recent outbreak of the coronavirus disease (COVID-19), awareness of and concern for health issues is on the rise. In recent days, JGB has ...
View MoreMoving to a new state is a fact of life for many people. Whether relocating for retirement, for work, or to be closer to family, our readers often ...
View MoreOne of the most impactful pieces of legislation affecting retirement accounts in decades was signed into law on December 20, 2019 at the eleventh hour ...
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