by Tom Bates | Aug 20, 2021 | blog, Blog: Estate Planning
Regardless of the number of assets you own or your life situation, estate planning can be difficult. For high-net-worth individuals, however, estate planning can present some unique obstacles. Additionally, estate planning laws and taxes are constantly evolving, and...
by Tom Bates | Aug 13, 2021 | blog, Blog: Estate Planning
Second marriages are often rife with challenges. Whether it is coping with the end of a marriage, rebuilding a career that was put on pause, or blending families, you will likely feel overwhelmed for a time, but it is still important to consider what will happen to...
by Tom Bates | Aug 6, 2021 | blog, Blog: Estate Planning
One of the most challenging moments in the lives of many people are the days and weeks following the loss of a loved one. If you find yourself in such a situation, it helps to understand what tasks you must achieve. This article reviews some of the most important...
by Tom Bates | Jul 30, 2021 | blog, Blog: Estate Planning
Most people between their 20s to 40s think that they have their entire lives ahead of them. For this reason, most younger individuals do not engage in estate planning. Sadly, many older individuals hesitate to put together their estate plans. No matter how old you...
by Tom Bates | Jul 23, 2021 | blog, Blog: Estate Planning
Cohabitation without marriage has become an increasingly common way of life for people in the United States. For older individuals, cohabitation is often intended to be a way to enjoy the companionship of another without risking losing assets for the future...