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
Author: Rodney Hatley
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
A comprehensive estate plan includes wills, trusts, and directives. These documents indicate how a person wants their property and accounts, or “estate”, to be managed in the event that they are incapacitated. Estate planning is crucial for anyone who hasREAD MORE
When you create an estate plan, you are doing much more than getting your affairs in order. You’re giving the gift of security to the ones you care about—your family, children, and other loved ones. Done correctly, estate planning canREAD MORE
Imagine a world where estate planning is an afterthought. In this realm, individuals and families plunge into turmoil due to the absence of a well-structured estate plan. Let’s explore a few real-life scenarios to understand the ramifications of not havingREAD MORE