Asset Protection 2/9

Secure Intellectual Property Rights for Your Estate

Oct 12, 20162 min read

Secure Intellectual Property Rights for Your Estate

Are you an inventor, an author, artist or the owner of a closely held business? If so, you may have already taken action to secure your...

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Be Smart When You Say “I Do” the Second or Third Time

Kimberly Hegwood

Oct 11, 20162 min read

Be Smart When You Say “I Do” the Second or Third Time

Can you believe that 37% of second marriages and 74% of third marriages end up in divorce? Those are not good odds. CBS Boston’s recent...

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Kimberly Hegwood

Oct 7, 20162 min read

The 411 on the Generation-Skipping Trust

The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden. At the tax rate of 40%, estate...

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Kimberly Hegwood

Sep 27, 20163 min read

Is Whole Life Insurance Right for You?

Term life insurance will cover you for a certain period of time. Alternatively, whole life insurance also includes a savings account...

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Kimberly Hegwood

Sep 26, 20162 min read

Another Young Actor Dies Without a Will

Young adults and the millennial children of older adults are not who you’d think of as needing estate planning advice. These people are...

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Teen Heartthrob Bieber Doesn’t Want to be “Sorry” When It Comes to Estate Planning

Kimberly Hegwood

Sep 22, 20162 min read

Teen Heartthrob Bieber Doesn’t Want to be “Sorry” When It Comes to Estate Planning

Justin Bieber is only 22-years-old, but it wasn’t long ago he was breaking girls’ hearts around the world with his hit song “Baby.” Now,...

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Kimberly Hegwood

Sep 19, 20163 min read

Prenup Isn’t a Four-Letter Word

Young couples going into their first marriage with little or no assets don’t usually have much to lose by combining their assets as they...

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Kimberly Hegwood

Sep 15, 20162 min read

Professor Researching the Brain to Find Location of Financial Competency Issues

The National Institute on Aging has announced that scientists are now using magnetic resonance imaging of the brain to examine those...

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Kimberly Hegwood

Sep 9, 20162 min read

What Assets to Leave to Your Family

As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....

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Get Some Power Behind Your Power of Attorney Form

Kimberly Hegwood

Sep 7, 20162 min read

Get Some Power Behind Your Power of Attorney Form

NJ101.5’s article, “How you can fight banks on power of attorney,” says that a bank’s refusal to accept a valid power of attorney has...

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Kimberly Hegwood

Sep 6, 20162 min read

Understanding an Estate Plan Versus a Wealth Transfer Plan

Fewer than half of adult Americans have estate planning documents. For those who die without a will or trust, their state laws determine...

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How to Keep the Vacation Home in the Family

Kimberly Hegwood

Sep 5, 20162 min read

How to Keep the Vacation Home in the Family

If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...

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Estate Planning Changes for LGBT Couples

Kimberly Hegwood

Sep 2, 20162 min read

Estate Planning Changes for LGBT Couples

The ruling lets same-sex couples file jointly for tax purposes and changes estate planning because now many requirements of opposite-sex...

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Kimberly Hegwood

Sep 1, 20162 min read

Easy Ways to Help Plan Your Estate

The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the...

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Kimberly Hegwood

Aug 31, 20162 min read

Giving Grandkids Money for College

When a grandmother wants to give her two grandkids $50,000 each for college, there can be tax and financial aid consequences. The best...

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Legislation Introduced to Protect Financial Advisers from Calling in Potential Elder Abuse

Kimberly Hegwood

Aug 24, 20162 min read

Legislation Introduced to Protect Financial Advisers from Calling in Potential Elder Abuse

The House of Representatives passed a bill recently seeking to protect elderly investors. Industry trade groups urged the Senate to...

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How to Take that First Required Minimum Distribution from an IRA

Kimberly Hegwood

Aug 19, 20162 min read

How to Take that First Required Minimum Distribution from an IRA

If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...

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Sacramento County Cracking Down on Elder Abuse

Kimberly Hegwood

Aug 11, 20162 min read

Sacramento County Cracking Down on Elder Abuse

According to a recent article in the Sacramento Bee, titled “Reports of elder financial abuse surge in Sacramento County,” elder...

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Same-Sex Couples are in Need of Estate Planning

Kimberly Hegwood

Aug 10, 20162 min read

Same-Sex Couples are in Need of Estate Planning

June 26 is the day last year that the Supreme Court declared same-sex marriage legal in the U.S. Bankrate’s article, “Same-sex marriage...

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Kimberly Hegwood

Aug 8, 20162 min read

Make the Most of Your Social Security

When you work, some of your income (currently 6.2% of eligible wages) is withheld for Social Security tax. When you retire, you’re...

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