Judy GordonThe ABCs of Managing Your Digital AssetsFor decades, a person’s personal property was viewed as either tangible (property you could see or touch) or intangible (nonphysical items…May 19, 2021May 19, 2021
Judy GordonHow Do Federal Tax Laws Get Passed?With Democratic victories for the two U.S. Senate seats in Georgia, the Democrats now have control of the U.S. House of Representatives…Feb 23, 2021Feb 23, 2021
Judy GordonThe Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE ActThe Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law on December 20, 2019, dramatically changed the…Nov 5, 2020Nov 5, 2020
Judy GordonEnhancing Your Legacy Planning With A Wealth Management FirmAs the estate planning advisor at B|O|S, I have the luxury and privilege of spending much of my time talking to clients about their family…May 18, 2020May 18, 2020
Judy GordonEstate Planning Strategies for Married Couples in the New DecadeThe American Taxpayer Relief Act of 2012 (ATRA) and the 2017 Tax Cuts and Jobs Act (TCJA) implemented sweeping changes to estate planning…Feb 19, 2020Feb 19, 2020
Judy GordonDreaming of Downsizing? An Upside Property Tax ConsiderationThoughts of fewer traffic jams, less congestion, reduced home square footage, and lower housing prices may run through people’s minds when…Nov 11, 2019Nov 11, 2019
Judy GordonProperty Taxes: The Often-Overlooked Transfer TaxFor many people, worrying about a 40% gift or estate tax on transfers of assets to heirs may be a thing of the past. 2019 federal gift and…May 22, 2019May 22, 2019
Judy GordonIRS Releases Additional Guidance on Rental Property and the Section 199A DeductionSection 199A of the Internal Revenue Code was enacted on December 22, 2017, as part of the 2017 Tax Cuts and Jobs Act. It provides a…Mar 20, 2019Mar 20, 2019
Judy GordonHow to Help Ensure That Health Care Wishes Do Come TrueFor many years, I had meaningful conversations with clients about the transfer of wealth at their death. In retrospect, my conversations…Mar 20, 2019Mar 20, 2019
Judy GordonYour Digital AfterlifeThere are three kinds of death in this world. There’s heart death, there’s brain death, and there’s being off the network.” — Guy Almes…Nov 7, 2016Nov 7, 2016