by Tom Bates | Nov 30, 2019 | blog, Blog: Estate Planning
A large number of marriages do not last. Not only is the ensuing divorce process emotionally challenging, but it also introduces many stressful challenges. One often overlooked complication that many people must navigate during this time involves estate planning. One...
by Tom Bates | Sep 20, 2019 | blog, Blog: Estate Planning
There are a number of estate planning funding sources. For example, death benefits received from a life insurance policy can often be considerable. These benefits can then either be paid directly to beneficiaries or can be placed in a trust and distributed to a...
by Tom Bates | Oct 17, 2018 | blog, Blog: Estate Planning
The reason why many decide to purchase life insurance is that it often helps them reach their financial goals. In some cases, life insurance can even provide individuals with benefits while they are still alive. Selecting the proper type of life insurance, however,...
by Tom Bates | Jul 26, 2018 | blog, Blog: Estate Planning
Appointing a person to handle money from a life insurance policy often only involves one decision, but this selection is one of the most difficult choices that many people must make. It is common for individuals to make errors, however, when making estate plans, which...