by Tom Bates | Dec 27, 2019 | blog, Blog: Estate Planning
As the year comes to an end and the holidays approach, many people consider making gifts to their loved ones. Not only is passing assets on an excellent way to show your love and consideration for your family members, but it is also a great strategy to reduce the risk...
by Tom Bates | Nov 7, 2019 | blog, Blog: Estate Planning
One of the greatest mistakes that many people make about special needs plans are thinking that estate planning is a one-and-done process. Even after properly appointing a guardian, trustee, health care proxy, and other necessary agents for a special needs plan, there...