by Tom Bates | Jul 21, 2017 | Blog: Estate Planning
A large number of individuals think that only the very rich need to focus on estate planning. This is just one of several popular misconceptions about estate planning. In reality, all types of individuals can benefit from making a plan for their assets after their...
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...
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