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
Author: Rodney Hatley
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
Estate planning is often overlooked when it comes to financial planning. In fact, more than half of all Americans do not have a will and even fewer have an estate plan. But is it true that everyone needs an estateREAD MORE
As the holiday season approaches, it’s worth taking some time to reflect on your estate planning needs. Amidst the joy and festivities, considering the future and ensuring that your affairs are in order can bring peace of mind to bothREAD MORE
You might think New Year’s resolutions are all about fitness goals or getting organized but there’s a bigger picture to consider. As your life changes, estate planning should be on your radar, too. The start of the new year isREAD MORE
Thanksgiving, a time-honored tradition steeped in gratitude and family gatherings, offers a unique opportunity to reflect not only on the blessings we have but also to consider crucial yet often overlooked discussions about estate planning. As we gather around tablesREAD MORE
When the Tax Cuts and Jobs Act (TCJA) was passed in 2017, it brought about substantial changes to the tax code such as lowering tax rates and increasing standard deductions. Most important, it almost doubled the estate and gift taxREAD MORE
As veterans transition back to civilian life after serving our country, various challenges often accompany them, especially for those coping with disabilities incurred during their service. Estate planning becomes a critical aspect for veterans, particularly those reliant on governmental benefitsREAD MORE
Estate planning is a comprehensive process involving a range of legal and financial documents designed to protect and distribute your assets as per your wishes. While most people associate estate planning with wills, trusts, and powers of attorney, one oftenREAD MORE