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
Author: Rodney Hatley
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
Turning 50 and don’t have an estate plan? Don’t worry, you are not alone. According to Caring.com’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