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The Ten Biggest Problems With Your Estate Plan And How To Fix Them
The Ten Biggest Problems With Your Estate Plan And How To Fix Them

Dear JGB friends: For a while now, I have wanted to outline the biggest problems we see come into our office and to provide solutions to those issues. This month I hope you will enjoy the first installment of: The Ten Biggest Problems With Your Estate Plan And How To Fix ...

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Blog posts in Newsletter

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    The New Year is the time many of us make resolutions and work on becoming our best selves. Folks all over the country resolve to eat better, lose a ...

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  • Firearms!

    This one word can elicit so much fury and vitriol. It is often a polarizing topic that can pit members of the same community, place of worship, and ...

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  • Estate Planning and Your Employer-Provided Benefits

    Depending on where you work, you may receive employer-provided benefits in addition to your salary or hourly wages. The most common types of employee ...

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  • Three Ways To Cash In On The New Tax Plan Before The End Of The Year

    Clients often ask us for tips on how they can avoid paying Federal Income Taxes. Typically, we refer these folks to their financial and tax advisors ...

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  • Changing the Irrevocable

    Congratulations! You’ve completed your estate plan and everything is good to go. You’ve selected a living trust to protect yourself, your assets, and ...

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  • Can't I Just Create My Own LLC Online in 5 Minutes?

    I am fortunate to meet with a wide variety of people in my practice. Often, I discover that many of these people have started their own businesses. ...

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  • 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 ...

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  • 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 ...

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  • 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 ...

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