Legacy Notes
Estate planning insights, legal tips, and legacy wisdom from Attorney Brenda Bates.
-
Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and…
-
What Your Last Will & Testament Will (And Will Not) Do—Part 2
August was “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate…
-
What Your Last Will & Testament Will (And Will Not) Do—Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate…
-
3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings…
-
3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings…
-
4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions,…
-
How Estate Planning Can Reduce The High Cost Of Dying – Part 2
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us…
-
How Estate Planning Can Reduce The High Cost of Dying – Part 1
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us…
-
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common….
-
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to…
