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
Author: Rodney Hatley
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
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