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Most of my clients are aware of the advantages of having a Revocable Living Trust. However, too frequently I find out after they have passed away that they had investments or a vacation property or a R.V. that they forgot to title in their trust. Unfortunately, those assets are then forced to go through the probate process with thousands of dollars in probate and legal fees incurred as a result.
Securities through Bates Securities, Inc., member FINRA and SIPC. Advisory services through Bates Financial Advisors, Inc., an SEC Registered Investment Adviser. Past performance is not indicative of future results. All investing involves risk of loss, including loss of some or all principal invested. Speak to your tax and/or financial professional prior to investing. Bates Securities, Inc. and Bates Financial Advisors, Inc. are affiliated through common control and ownership.
