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Ten Problems with Your Estate Plan and How to Fix Them. Problem #7: Some Beneficiaries Can’t (or Shouldn’t)  Manage Their Own Money
Ten Problems with Your Estate Plan and How to Fix Them. Problem #7: Some Beneficiaries Can’t (or Shouldn’t) Manage Their Own Money

When designing your estate plan, you will answer many, many questions. The question first and foremost in the mind of most folks is – Who will inherit my estate? (Not coincidentally, this is why the first part of our series on estate planning covered this topic.) However, ...

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Blog posts in Newsletter

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    Problem #4 - What Happens in Your Incapacity Most people will be affected by incapacity during their life, either their own incapacity or the ...

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  • The Ten Problems With Your Estate Plan And How To Fix Them. Problem #3: Issues Surrounding Probate

    Today we are going to talk about probate – what it is and, perhaps more importantly, how to avoid it. The reasons to avoid probate will become clearer ...

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  • 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. ...

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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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    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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    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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