Asset Protection 3/9

Aug 5, 20162 min read

Does Your Will Travel Well When You Move to Another State?

According to an article from NJ 101.5, “Is that will still valid if you move?,” the majority of the time that will is going to be valid...

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Kimberly Hegwood

Aug 4, 20162 min read

The Greatest May Face One More Fight: An Estate Battle

There are growing reports of trouble on the horizon for Muhammad Ali’s estate and his legacy, according to Forbes’ recent article...

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Don’t Use Your Will for Business Succession

Kimberly Hegwood

Aug 3, 20161 min read

Don’t Use Your Will for Business Succession

A recent article from NJ 101.5, “Should you leave a business in your will?,” asks whether using a will for business succession may have...

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Kimberly Hegwood

Aug 2, 20162 min read

How Will the Greatest’s Estate Planning Match Up in Probate?

All of the details of Ali’s will have not been uncovered after his recent death. Nonetheless, Investment News says in “How will Muhammad...

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Pop Songstress’ Estate Arguing over $11 Million Dollar Tax Bill

Kimberly Hegwood

Jul 29, 20161 min read

Pop Songstress’ Estate Arguing over $11 Million Dollar Tax Bill

Some of the money that’s owed is from Whitney’s song and performance royalties. There’s also a $9 million dispute over the value of her...

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Kimberly Hegwood

Jul 25, 20162 min read

The Future of GRATs After November’s Election

Bloomberg BNA’s recent article, “Future of Popular Estate-Planning Tool May Hinge on Election,” discusses the grantor retained annuity...

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Kimberly Hegwood

Jul 21, 20163 min read

Media Mogul Has Estate Planning Mess

Given that he has a fortune estimated at more than $5 billion, Sumner Redstone could hire the best estate planning help that money could...

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Make Sure You Receive All of the Benefits for Serving Our Country

Kimberly Hegwood

Jul 19, 20162 min read

Make Sure You Receive All of the Benefits for Serving Our Country

Members of the military have special estate planning needs, particularly when they’re deployed. These families also have access to...

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Do You Understand Today’s Estate Planning?

Kimberly Hegwood

Jul 18, 20162 min read

Do You Understand Today’s Estate Planning?

Cincinnati.com’s May 27, 2016 post, “Getting started is the first step in estate planning,” points out that a definition for estate...

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Kimberly Hegwood

Jul 15, 20162 min read

Estate Issues Look to be Settled for Media Mogul Redstone

Sumner Redstone, the elderly media mogul, offered his daughter Shari $1 billion for her 20% stake in his empire. This was in part to make...

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Kimberly Hegwood

Jul 12, 20162 min read

Will My Heirs Be Hit with a Double-Whammy: State Estate Taxes Along with Federal?

The estate tax is a tax on property transferred at your death, and recent changes in the tax laws have increased the amount that you are...

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Kimberly Hegwood

Jul 11, 20162 min read

Can You Believe That 10,000 Baby Boomers Turned 65 Today?

While most baby boomers in their 60s are healthy, many Americans will have health issues when they reach their 70s. With sicknesses like...

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Kimberly Hegwood

Jul 8, 20163 min read

Roth IRA or Traditional IRA? That is the Question

When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...

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Kimberly Hegwood

Jul 7, 20162 min read

Retirement Planning 101

If you plan to retire in the next 20 years, you need to start looking at your options and plan to make more informed decisions about your...

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Kimberly Hegwood

Jul 6, 20162 min read

How to Divide Your Assets among Your Children

A recent post on cincinnati.com, “Tough task: Dividing assets after a death,” asks this question: when it comes to passing assets to the...

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Kimberly Hegwood

Jul 5, 20162 min read

Victory for Media Mogul Sumner Redstone

A Los Angeles judge has dismissed a lawsuit that challenged Media Mogul Sumner Redstone’s mental competence. The Los Angeles Times’ May...

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Retirement Advice from TV’s Golden Girls

Kimberly Hegwood

Jul 4, 20163 min read

Retirement Advice from TV’s Golden Girls

Baby boomers are heading toward retirement, and some are already there, as the oldest members of the generation turn 70 this year. This...

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Kimberly Hegwood

Jul 1, 20162 min read

Snoop Dogg Too Smart to Have a Will?

According to a recent survey, 64% of Americans don’t have a will. Most of them don’t have one because they just haven’t gotten around to...

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Kimberly Hegwood

Jun 30, 20162 min read

Preparing for the Unexpected

Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...

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Estate Planning Mistake No. 122: Neglecting Beneficiary Designations

Kimberly Hegwood

Jun 29, 20162 min read

Estate Planning Mistake No. 122: Neglecting Beneficiary Designations

Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...

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