by Tom Bates | Oct 15, 2021 | Blog: Bankruptcy, Blog: Estate Planning
Regardless of what assets you currently, it is a good idea to consider having some legal documents written to address what will happen when you become incapacitated or pass away. All too often, family members are left in a frantic and undesirable situation after a...
by Tom Bates | Oct 1, 2021 | blog, Blog: Estate Planning
If you or a loved one plans on contributing money to the education of a child or grandchild, a qualified state tuition plan is an excellent idea to make the most out of your contribution. Each state has certain plans that address how you can tackle contributions...
by Tom Bates | Sep 17, 2021 | blog, Blog: Estate Planning
At the time that he passed away, the award-winning actor Philip Seymour Hoffman had a limited estate plan. He only had a will that mentioned establishing a trust for his eldest son. Desiring his children to never become spoiled by large trust funds, however, Seymour...
by Tom Bates | Sep 3, 2021 | blog, Blog: Estate Planning
Estate planning is one of the most difficult aspects of navigating the financial planning process. Among other complexities, no one likes to face the possibility that they will one day no longer be alive. Estate planning, however, is a critical process if you want to...
by Tom Bates | Aug 23, 2021 | blog, Blog: Estate Planning
Getting married is an exciting and memorable time in the lives of most people. As you prepare to get married or if you already have, there are likely some issues that you have only just begun to consider. There are some key details about estate planning that you...
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