by Tom Bates | Jan 17, 2020 | blog, Blog: Estate Planning
Each estate plan has its weaknesses, but the best ones take their shortcomings into consideration. The less well-written estate plans leave substantial weaknesses that can jeopardize the outcome of a person’s estate. The following reviews some of the most common...
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 | Sep 13, 2019 | blog, Blog: Estate Planning
The Tax Cut and Jobs Act of December 2017 offered a number of advantages to individuals who are interested in estate planning. This new law, however, is not without its limitations. For example, many of the provisions included in the act will expire in 2025. As a...
by Tom Bates | Aug 23, 2019 | blog, Blog: Estate Planning
Establishing an effective estate plan is one of the best ways to make sure that your assets are properly handled following your death. Based on the exact details of your situation, it is worth considering whether a bypass trust would be able to help achieve your...
by Tom Bates | Jul 12, 2019 | blog, Blog: Estate Planning
Estate planning is an uncomfortable process. Most people find it difficult to consider how their belongings will be distributed following their death. If you fail to make these choices, however, the alternatives are often much less desirable. Not only does failure to...