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Newsletters
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November, 2023
Cost Basis Rules Clarified by IRS
Category:
Newsletter
October, 2023
Estate Planning: The Holiday Edition
Category:
Newsletter
September, 2023
Setting Every Community Up for Retirement Enhancement Act (SECURE Act)
Category:
Newsletter
July, 2023
Help Us Help You - The JGB Estate Planning Information Sheet
Category:
Newsletter
June, 2023
Love and Death
Category:
Newsletter
May, 2023
We All Need Help in Areas Where We Are Not the Expert
Category:
Newsletter
March, 2023
The FDIC and Your Trust: Are You Fully Insured?
Category:
Newsletter
February, 2023
How Does Adoption Affect Estate Planning?
Category:
Estate Planning
,
Newsletter
December, 2022
Intro to the Hotchpot and How It Equalizes Earlier Gifts in an Estate
Category:
Newsletter
October, 2022
Mineral Rights and Funding Your Revocable Living Trust
Category:
Newsletter
August, 2022
Letters of Instruction in Estate Planning: Tell your family what you really mean
Category:
Newsletter
July, 2022
Can I add a transfer on death designation to my car title?
Category:
Estate Planning
,
Newsletter
June, 2022
When Should I Update My Estate Plan?
Category:
Estate Planning
,
Newsletter
April, 2022
Estates of our Founding Fathers
Category:
Newsletter
March, 2022
Digital Planning
Category:
Newsletter
January, 2022
How to Title Your Boat
Category:
Newsletter
December, 2021
WHERE SHOULD I STORE MY ESTATE DOCUMENTS AND WHAT SHOULD GO INTO A SAFE DEPOSIT BOX?
Category:
Newsletter
November, 2021
PARE DOWN!
Category:
Newsletter
October, 2021
Build Back Better
Category:
Newsletter
July, 2021
WHAT IS THE BEST ESTATE PLAN? YOU GET TO DECIDE!
Category:
Newsletter
June, 2021
DSUE Issues (The Promise and Pain of Portability)
Category:
Newsletter
May, 2021
Attorney-Client Privilege
Category:
Newsletter
April, 2021
Not Your Keys, Not Your Crypto – Estate Planning and Cryptocurrencies
Category:
Newsletter
March, 2021
2021 Taxes, What Can We Expect?
Category:
Newsletter
February, 2021
Updating Your Estate Plan after the Death of a Loved One
Category:
Newsletter
January, 2021
Where do we go from here?
Category:
Newsletter
December, 2020
2020 Wrap Up
Category:
Newsletter
November, 2020
Are Changes To Our Taxes On The Horizon?
Category:
Newsletter
October, 2020
Deciphering Deeds
Category:
Newsletter
September, 2020
Certification of Trust: What’s the Big Deal?
Category:
Newsletter
August, 2020
Estate Planning for College-Age Children
Category:
Newsletter
July, 2020
The Reading of the Will
Category:
Newsletter
June, 2020
Someone Just Died. What Do I Do?
Category:
Newsletter
May, 2020
So I’m Dead. Now What? A Practical and Abbreviated Guide to Estate/Trust Administration
Category:
Estate Planning
,
Newsletter
April, 2020
Do I Even Need a Will?
Category:
Newsletter
March, 2020
Health Care Decisions
Category:
Newsletter
February, 2020
What Happens To My Will When I Move Out Of State?
Category:
Newsletter
January, 2020
The SECURE Act
Category:
Newsletter
December, 2019
End of Year Review
Category:
Newsletter
November, 2019
Ten Problems with Your Estate Plan and How to Fix Them Problem # 10: Your Plan Will Not Work
Category:
Newsletter
October, 2019
The Ten Biggest Problems with Your Estate Plan and How to Fix Them Problem #9: Your Situation Is Totally Different
Category:
Newsletter
September, 2019
The Ten Biggest Problems with Your Estate Plan and How to Fix Them. Problem #8: Spike (Your Idiot Son-in-Law)
Category:
Newsletter
August, 2019
Ten Problems with Your Estate Plan and How to Fix Them. Problem #7: Some Beneficiaries Can’t (or Shouldn’t) Manage Their Own Money
Category:
Newsletter
July, 2019
Ten Problems with Your Estate Plan and How to Fix Them Problem # 6: Medical Decisions
Category:
Newsletter
June, 2019
The Ten Problems With Your Estate Plan And How To Fix Them Problem #5: Taxes
Category:
Newsletter
May, 2019
The Ten Biggest Problems with Your Estate Plan and How To Fix Them
Category:
April, 2019
The Ten Problems With Your Estate Plan And How To Fix Them. Problem #3: Issues Surrounding Probate
Category:
March, 2019
The Ten Biggest Problems with Your Estate Plan and How to Fix Them. Problem # 2: Who Is in Charge?
Category:
Newsletter
January, 2019
This Is the New Year
Category:
December, 2018
Firearms!
Category:
November, 2018
Estate Planning and Your Employer-Provided Benefits
Category:
Newsletter
October, 2018
Three Ways To Cash In On The New Tax Plan Before The End Of The Year
Category:
Newsletter
September, 2018
Changing the Irrevocable
Category:
Newsletter
August, 2018
Can't I Just Create My Own LLC Online in 5 Minutes?
Category:
Newsletter
July, 2018
Tangible Effects Memorandum: Who receives my jewelry when I am gone?
Category:
Newsletter
May, 2018
Buy-Sell Agreements and How to Fund Them
Category:
Newsletter
March, 2018
Can the Bank Make Me Refinance?
Category:
Newsletter
February, 2018
SHOULD I PUT MY CAR INTO MY TRUST?
Category:
Newsletter
January, 2018
Choosing a Guardian
Category:
Newsletter
December, 2017
Final Hour Changes to Tax Law
Category:
Newsletter
November, 2017
Organ Donation and Your Estate Plan
Category:
Newsletter
October, 2017
Trump and Taxes, Part Deux
Category:
Newsletter
September, 2017
COORDINATING INTELLECTUAL PROPERTY WITH YOUR ESTATE PLAN
Category:
Newsletter
August, 2017
Contesting a Will or Trust
Category:
Newsletter
July, 2017
Taxation of Trusts
Category:
Newsletter
June, 2017
The Dangers of DIY Estate Planning
Category:
Newsletter
June, 2017
Estate Planning In a Digital Age
Category:
Newsletter
March, 2017
Estate Planning for Military Families
Category:
Newsletter
February, 2017
TRUMP and TAXES - How Does This Impact Your Estate Plan?
Category:
Newsletter
January, 2017
Special Needs Trusts and the ABLE Act
Category:
Newsletter
December, 2016
How to Make Your Estate Plan Easy to Administer
Category:
Newsletter
November, 2016
Writing an Obituary
Category:
Newsletter
October, 2016
Isn't Trust Settlement Automatic?
Category:
Newsletter
September, 2016
JGB Richmond Office Expansion and TrustguardTM
Category:
Newsletter
May, 2016
The $400 Emergency
Category:
Newsletter
May, 2016
Celebrating Mom
Category:
Newsletter
January, 2016
Happy New Year!
Category:
Newsletter
December, 2015
A Relatives Debt After Death
Category:
Newsletter
