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 21, 20162 min read
Fred Thompson’s Adult Children Battle Second Wife in Estate Contest
The widow of former U.S. Senator Fred Thompson of Tennessee has asked a probate judge to dismiss a claim filed against his estate by his...
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Kimberly Hegwood
Sep 20, 20163 min read
An IRA Trust Might Be Preferred Over Naming Individuals or a Revocable Living Trusts
If you maxed out your work 401(k) by taking advantage of matching funds and rolled this to an IRA when you retired, you might not need...
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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 16, 20162 min read
Many Claimants to Prince’s Million-Dollar Estate Knocked Out of Contention
A probate judge in Minnesota who is in charge of the proceedings concerning Prince’s estate has whittled down the large group of...
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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 14, 20163 min read
Reverse Mortgages Are Back in Style
One couple who wanted to live in a community for people 55 and older in an area they had always admired used a reverse mortgage to...
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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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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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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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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 30, 20162 min read
Tighten Up Those Loose Ends in Your Estate Plan
Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...
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Kimberly Hegwood
Aug 29, 20162 min read
A Close Look at the Costs for End-of-Life Care
A recent study showed that people in the U.S. fear developing Alzheimer’s disease more than any other major life-threatening...
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Kimberly Hegwood
Aug 26, 20162 min read
The Importance of Beneficiary Designations
THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...
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Kimberly Hegwood
Aug 25, 20162 min read
Look out: Medicare Changes on the Way!
The long-term outlook for Social Security old-age and disability benefits is still good, with promised benefits payable until 2034....
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Kimberly Hegwood
Aug 23, 20162 min read
Phoenix Inventors Create Digital Storage for Estate Planning Documents
Investopedia’s recent article asks “Should You Store Estate-Planning Documents Digitally?” The article reports that two Arizona...
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Kimberly Hegwood
Aug 22, 20162 min read
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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