Legacy Notes
Estate planning insights, legal tips, and legacy wisdom from Attorney Brenda Bates.
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How Creating A Legacy BluePrint Plan Creates And Preserves Your Family’s Legacy
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when…
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Issues to Consider When Purchasing Disability Insurance
If you’re currently earning a comfortable income but have concerns about financial security in the event of illness or injury preventing you from working in…
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Shield Your Children’s Inheritance from Government and Lawsuit Risks
If you currently have an estate plan in place, chances are you intend to leave your assets directly to your children without protection until they…
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Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits
As a parent, you’re accustomed to handling your children’s legal and medical matters when necessary. A quick phone call authorizing medical care while they’re away…
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What Every Business Owner Needs Now . . . Live Every Day As If It Could Be Your Last
Planning for the future of your business is crucial, whether you’re considering retirement, selling, or passing it on to your family. Even if these events…
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Essential Considerations Before Accepting the Role of Trustee
Being invited by a loved one to take on the role of Trustee for their Trust upon their passing is undoubtedly an honor, but it…
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5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path…
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Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around…
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Avoid These 4 Common Pitfalls When Designating Life Insurance Beneficiaries
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to…
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Green Funerals: 6 Eco-Friendly Options For Your Remains
The environmental toll of traditional burial and cremation methods is significant and rising, with 8 billion people on the planet, all of whom will eventually…
