Author: Rodney Hatley

Turning 50 and don’t have an estate plan? Don’t worry, you are not alone. According to’s 2024 Wills Survey, only 32% of all Americans have a will and estate planning documents. However, as you enter your 50s, estate planningREAD MORE

When people think of estate planning, they often imagine preparing for the end of life. Yet comprehensive estate management is important for anyone at any age, whether in their 20s, 30s, or beyond. For those 40 years old, however, estateREAD MORE

Did you know? There are 28.8 million small businesses in America and 19% are owned by families. What’s more, these family-owned businesses are not just mom-and-pop ventures or husband and wife teams. They employ 60% of the US workforce andREAD MORE

In today’s digital age, our lives are increasingly documented and managed online, leading to the accumulation of significant digital assets and personal information across various digital spaces. While traditional estate planning primarily addresses the distribution of physical assets like houses,READ MORE

Owning property means you have an estate, but not all estates are large enough to be taxed under estate laws. However, if your estate exceeds certain thresholds set by federal or state laws, you might face estate taxes. Estate taxREAD MORE

When people think about estate planning, they often consider the practical terms and provisions: the distribution of assets, appointing executors, and perhaps setting up trusts. However, for many, religion deeply influences these decisions, guiding not just the “how” but alsoREAD MORE

In today’s digital age, intellectual property (IP) stands as a cornerstone asset for individuals and businesses alike, fueling innovation, creativity, and competitive advantage. Protecting IP is not just a legal necessity but a strategic imperative to safeguard one’s creations, maintainREAD MORE

With Christmas and New Year’s behind us, there’s one final winter holiday to prepare for: Valentine’s Day. If you’re single, then this probably won’t mean much. However, if you’re partnered, then it may be time to start thinking about whatREAD MORE

Whether you’re living together, in a long-term relationship, or planning a future together, everyone needs an estate plan. Estate planning for unmarried couples is particularly important as their legal and financial situation differs significantly from married couples. In fact, unmarriedREAD MORE

Long-term goals are essential for mapping out your life’s journey. Whether planning the year ahead or planning years ahead, you’re thinking beyond today. For estate planning in particular, these goals can shape your lifetime and have lasting effects after yourREAD MORE