Moving 529 Money Between Beneficiaries is a Piece of Cake
If you have multiple grandchildren with 529 college-savings accounts, can you move some money from one grandchild’s account into the...
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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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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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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 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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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
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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