Author: Rodney Hatley

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

In an increasingly unpredictable world, where natural disasters seem to be occurring with greater frequency and intensity, the importance of estate planning has never been more evident. While estate planning has long been a responsible financial strategy, the specter ofREAD MORE

Changes to tax laws happen so often they can be hard to keep track of. As different presidential administrations make reforms and updates to tax law, tax authorities also make frequent regulatory changes. One such change is the annual adjustmentREAD MORE

A Lesson in Preparation The passing of a grandparent is a moment of reflection, remembrance, and often grief. However, when a grandparent departs without an estate plan, it can introduce complexity and stress during an already emotional time. This articleREAD MORE

Thoughts on creating a legacy through charitable giving often begin later in life, when children are grown, with children of their own. Thoughts of charitable giving often coincide with grandchildren heading back to school when the pleasure of long summerREAD MORE

After a lengthy and bustling career, you are either preparing for retirement or have already embarked on this new phase. It’s akin to experiencing an everlasting summer — your days are as leisurely or as active as you desire. YourREAD MORE

As the summer comes to a close and schools reopen for the Fall semester, many parents are sending their kids off to college. It can be scary to drop your child off at their dorm or apartment and realize youREAD MORE

Did you know that August is National Make-A-Will month? That’s right – an entire month dedicated to creating or updating your will. Despite the importance of having a will, less than half of U.S. adults have one, while 58% ofREAD MORE