Legacy Notes
Estate planning insights, legal tips, and legacy wisdom from Attorney Brenda Bates.
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How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and…
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3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime…
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Purchasing Life Insurance For Your Family: WHAT YOU NEED TO KNOW
Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in…
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Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your…
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7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you…
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Probate: What It Is & How To Avoid It—Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets…
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Probate: What It Is & How To Avoid It—Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before…
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4 Reasons Why Estate Planning Is So Essential For Business Owners
If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges…
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Estate Planning 101: Wills vs. Trusts
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents…
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Estate Planning Must-Haves For Single Parents
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities,…
