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Someone Just Died.  What Do I Do?
Someone Just Died. What Do I Do?

A 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 prepare a checklist for others to follow so that the next family might feel more at peace knowing what needs to be done right ...

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Blog posts in Newsletter

  • So I’m Dead. Now What? A Practical and Abbreviated Guide to Estate/Trust Administration

    No, 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 ...

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  • Do I Even Need a Will?

    “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 ...

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  • Health Care Decisions

    Given 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 ...

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  • What Happens To My Will When I Move Out Of State?

    Moving 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 ...

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  • The SECURE Act

    One 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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  • End of Year Review

    It is that time of year again; time to reflect on where you have been and where you are about to go. It is also a prime opportunity to review your ...

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  • Ten Problems with Your Estate Plan and How to Fix Them Problem # 10: Your Plan Will Not Work

    How much time, effort, and expense should be dedicated to your estate plan? The answer to this question can really run the gamut from no consideration ...

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  • The Ten Biggest Problems with Your Estate Plan and How to Fix Them Problem #9: Your Situation Is Totally Different

    Most estate planning ads feature a smiling family with a senior couple surrounded by their children and grandchildren. These stock photos can backfire ...

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  • The Ten Biggest Problems with Your Estate Plan and How to Fix Them. Problem #8: Spike (Your Idiot Son-in-Law)

    To start, let’s be clear, not everyone has an idiot son-in-law (“Spike”) or a horrible daughter-in-law. In fact, most of our in-laws are fantastic ...

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