Legacy Notes
Estate planning insights, legal tips, and legacy wisdom from Attorney Brenda Bates.
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What You Need to Know About Collecting Life Insurance Proceeds
If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a…
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3 Reasons Why Single Folks With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt,…
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Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme…
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Don’t Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other…
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How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these…
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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…
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10 Common Estate Planning Mistakes Your Family Can’t Afford to Make – Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or…
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10 Common Estate Planning Mistakes Your Family Can’t Afford to Make – Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or…
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One of the Greatest Gifts To Your Family is the Plan for Incapacity
When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die….
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Don’t Leave Your Children with the Babysitter Until You Read This
As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are….
