by Greg Bates | Jan 2, 2019 | Estate Planning
Wars, mass shootings, immigration, political discord, fake news, election meddling, data breaches and sexual misconduct are among the topics that seem to have dominated the headlines in 2018. All this drama can certainly make us feel jittery, unbalanced and nervous...
by Greg Bates | Oct 19, 2018 | Estate Planning
A common reason why some people don’t engage in estate planning is a fear that their families will fight after their death, when their motives and activities will be subjected to unwanted intense public scrutiny. Because it provides a medium for the public...
by Greg Bates | Sep 17, 2018 | Estate Planning
When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the estate tax were largely over. Not so fast. As of January 1, 2018, the act doubled the federal estate tax exemption amount to a whopping $11.18...
by Greg Bates | Aug 16, 2018 | Estate Planning, Insurance Planning
It’s too often improperly presented, implemented and managed. Fundamentals of Financing. First, it’s a good idea to look back to the general fundamentals of financing. Financing comes into play when someone needs or wants to purchase an asset of something but...
by Greg Bates | Jul 19, 2018 | Estate Planning, Financial Industry News
Ask anyone and the client service experience with a traditional corporate trustee ranks alongside any DMV office. It was not always this way. Prior to the bank consolidations beginning in the 1980s, corporate trustees, by and large, gave solid customer service. And...
by Greg Bates | Jan 21, 2018 | Estate Planning
It’s official, the Tax Cuts and Jobs Act has passed and with it, sweeping changes to the tax code. The Federal Estate and Gift Tax exemption has been increased to $11mm (indexed for inflation) per individuals in 2018. Although the federal estate tax appears now to...
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