Legacy Notes
Estate planning insights, legal tips, and legacy wisdom from Attorney Brenda Bates.
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5 Things Every Michigan Adult Should Know About Estate Planning
Most people put off estate planning because it feels complicated, expensive, or — let’s be honest — like something only older or wealthier people need….
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New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning
Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase…
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Spooky Questions to Ask Yourself When Preparing Your Estate Plan
As Halloween approaches, it’s a perfect time to face some “spooky” questions about your estate planning. While they might seem “scary”, these questions are essential…
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How to Properly Plan for Family Heirlooms and Sentimental Keepsakes
When we think about estate planning, most of us focus on big assets like homes, bank accounts, and investments. But what about the personal items…
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Get Your Estate Plan Done in 3 Easy Meetings!
Did you know we have a simple, 3-meeting process to complete your estate plan in just 4 weeks? Here’s how it works: 1. Legacy Blueprint…
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The Alarming State of Estate Planning in America
As National Estate Planning Awareness Month kicks off, it’s important to take a look at where we stand when it comes to estate planning. Only…
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Navigating Estate Planning Options: Evaluating the Reliability of Legal Insurance
When it comes to safeguarding your family’s future and preserving your assets, legal insurance can appear to be a convenient solution. However, the reality is…
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Avoid These Estate Planning Pitfalls: 3 Costly Errors That Can Undermine Your Legacy
When it comes to securing your family’s future and safeguarding your assets, legal insurance may seem like a convenient solution. However, many group insurance plans…
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Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Planning a vacation is synonymous with relaxation, unwinding, and cherishing moments with loved ones. Yet, before embarking on your journey, it’s crucial to ensure your…
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2
While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero, cisgender couples in mind, which…
