by Tom Bates | Jan 22, 2021 | blog, Blog: Estate Planning
There are some estate planning strategies that you can utilize now that will make things much easier on your loved ones in case you pass away or end up incapacitated. You do this to eliminate many of the possible complications that your loved ones could face after you...
by Tom Bates | Mar 28, 2019 | blog, Blog: Estate Planning
Today, more so than ever before, we are living in a connected world, with people from Oklahoma working and visiting other states and even other countries. Each year, a large number of people vacation in other countries and some individuals even end up acquiring assets...
by Tom Bates | Jun 20, 2017 | blog, Blog: Probate
A “portability election” refers to the ability of a surviving spouse to claim the unused portion of the federal estate tax exemption for a deceased spouse and add this amount to the balance of the surviving spouse’s own exemption. In January of 2017, the Oklahoma...
by Tom Bates | Mar 2, 2017 | blog, Blog: Probate
Acting as the executor of a loved one’s estate can be a daunting task-both emotionally and logistically. For starters, if a loved one had a large estate that needed to be distributed, it would be your job to go through every single item of the deceased’s...
Se Habla Español