Legacy Notes
Estate planning insights, legal tips, and legacy wisdom from Attorney Brenda Bates.
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3 Estate Planning Issues For LGBTQ+ Couples—Part 1
Whether you are married or in a committed partnership, estate planning is about much more than planning for death—it’s about planning for life. It’s the…
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3 Vital Estate Planning Documents For High School Graduates
With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a child…
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Just Married? 6 Estate Planning Essentials for Newlyweds—Part 2
As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to…
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Q & A: What estate planning documents should my son/daughter, who just turned 18 and is planning to attend college in the fall, have in place?
Q & A: ______________________________________________________________________________ Q: What estate planning documents should my son/daughter, who just turned 18 and is planning to attend college in the fall,…
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Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1
As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to…
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Consider This Before You Create A Will Online
A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very…
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4 Ways Wise Planning Can Protect Your Family’s Assets
While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even…
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Q & A: Do I need to create a new will if I move to another state?
Q & A: ______________________________________________________________________________ Q: Do I need to create a new will if I move to another state? -Curious Mover ANSWER ______________________________________________________________________________ A: Dear…
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Will Your Estate Plan Actually Work When Your Family Needs It?
November 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers for their positive contributions and encourage…
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How Do Trusts Help You Save on Taxes?
Many people come to us curious (or confused) about trusts and taxes. So, today’s article is going to sort it out and clarify things for…
