Assets 3/9

How to Take that First Required Minimum Distribution from an IRA

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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Don’t “Just Wing It” When it Comes to Retirement Planning

Kimberly Hegwood

Aug 17, 20162 min read

Don’t “Just Wing It” When it Comes to Retirement Planning

After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...

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Attention Gen Xer’s: Mid-Life Planning is Calling

Kimberly Hegwood

Aug 15, 20163 min read

Attention Gen Xer’s: Mid-Life Planning is Calling

Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...

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Get the Whole Family Involved with Estate Planning!

Kimberly Hegwood

Aug 12, 20162 min read

Get the Whole Family Involved with Estate Planning!

Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally 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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Make That Required Minimum Distribution go Directly to Your Favorite Charity

Kimberly Hegwood

Aug 9, 20162 min read

Make That Required Minimum Distribution go Directly to Your Favorite Charity

Congress used to wait until the end of the year to extend the law that let people make a tax-free donation of up to $100,000 from their...

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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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Kimberly Hegwood

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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Kimberly Hegwood

Aug 1, 20163 min read

Planning Ahead for Medicaid

The good news is that you’re going to live a long life. The bad news is that you may face the difficult transition of requiring nursing...

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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 26, 20163 min read

A New Era of Estate Planning

ThinkAdvisor’s article, “New Estate Planning Strategies for a Post-Portability World,” says that there may be many folks who’ve continued...

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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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Have Control of Your Assets from the Grave!

Kimberly Hegwood

Jul 22, 20162 min read

Have Control of Your Assets from the Grave!

Estate planning lets you determine how you want your assets distributed upon your death. Not to be morbid, but for those under 40, be...

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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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