Author: Rodney Hatley

An estate plan is more than just a series of legal documents; it’s a way to protect what matters most and make sure your assets are managed according to your wishes. It also helps in avoiding probate, which can otherwiseREAD MORE

For car guys and gals, collecting classic cars is more than a hobby. It’s a passion that captures the nostalgia and thrill of driving iconic cars. From the craftsmanship of a Mustang to the sleek style of a Porsche orREAD MORE

Potential changes in the law and the economy can threaten to render strategic opportunities in estate planning much less valuable years down the line. For any keen financial planner, it may be prudent to consider a 100-year estate plan forREAD MORE

The purchase of a home or other property is typically one of the most important milestones in a person’s life. As a homeowner or property owner, you do not want to leave such valuable possessions in the hands of theREAD MORE

Average income by age matters for several reasons. It provides a benchmark for assessing your career progress – whether you are lagging behind, keeping pace, or ahead of your peers – and helps forecast future salary expectations. Most important, itREAD MORE

Ideally, when the time comes to meet your fate it happens peacefully with your estate in order. In reality, life can unexpectedly be cut short before you formally start estate planning. Estate planning is the process of organizing and arrangingREAD MORE

Whether you’re reaching retirement age, or are already enjoying retired life, it’s never too late to think about the future. That’s why estate planning at 70 is just as crucial as ever. By planning ahead for end-of-life care, you canREAD MORE

Every estate plan is a reflection of your life and the legacy you wish to leave behind. Although for some, knowing when to start estate planning and taking the first steps is difficult. In fact, many retirees lack a simpleREAD MORE

When we think of estate planning, we often picture later-in-life individuals setting up wills or trusts to secure their children’s future, manage substantial assets, or prepare for retirement. Traditionally, it’s not something college graduates just starting out in the realREAD MORE

 When it comes to estate planning, Do-It-Yourself (DIY) tools like online platforms and smartphone apps seem to offer it all — convenience, flexibility, and affordability. However, these tools often come with DIY estate planning risks that can cause plans toREAD MORE