Estate Planning 11/15

Practicing Your Estate Plan Makes Perfect

Apr 27, 20162 min read

Practicing Your Estate Plan Makes Perfect

According to the Southeast Missourian’s article “Get it together: Organizing your estate now will ease the burden on loved ones later,”...

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Young Hispanics Need to Start Saving for Retirement

Kimberly Hegwood

Apr 26, 20162 min read

Young Hispanics Need to Start Saving for Retirement

CNN Money’s article, “The retirement crisis facing Hispanics,” reports that part of the reason for this is that many Hispanics—especially...

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New Hampshire Solves Power of Attorney Issue

Kimberly Hegwood

Apr 25, 20162 min read

New Hampshire Solves Power of Attorney Issue

As WMUR9.com explains in “Money Matters: NH health surrogacy laws,” this person is known as a surrogate decision-maker. He or she has the...

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Billionaire’s Daughter’s Will Contest Settles for Millions

Kimberly Hegwood

Apr 21, 20162 min read

Billionaire’s Daughter’s Will Contest Settles for Millions

The judge believes the resolution is in the teen’s best interests. Kira told the judge that she did not object to the settlement but...

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New York Tries to Simplify Power of Attorney Form

Kimberly Hegwood

Apr 20, 20161 min read

New York Tries to Simplify Power of Attorney Form

That group has proposed legislative changes to the current law in order to simplify the forms and add penalties for financial...

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Wisconsin Legislature Tackles Digital Assets

Kimberly Hegwood

Apr 19, 20162 min read

Wisconsin Legislature Tackles Digital Assets

“I don’t know what will happen to the things I have in the Cloud or Facebook when I die,” said Paul Savides from Eau Claire. He believes...

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Estate Planning Needs to Happen After a Divorce

Kimberly Hegwood

Apr 18, 20162 min read

Estate Planning Needs to Happen After a Divorce

What should you change? Forbes says, in two words, almost everything. In “5 Things You Need To Do After Getting A Divorce,” Forbes says...

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Kimberly Hegwood

Apr 15, 20162 min read

Turning the Big 5-0? Start Planning Now!

Here are six tax planning considerations of interest to those over age 50 from Next Avenue’s recent post, “2016 Tax Planning Ideas for...

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Kimberly Hegwood

Apr 14, 20162 min read

Trust a Trust Attorney with Your Trust

Tax: When you fund an irrevocable trust, know that your tax situation can change immediately. Based upon your state of origin, you may be...

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Florida Leads with Elder Abuse Guardianship Legislation

Kimberly Hegwood

Apr 13, 20162 min read

Florida Leads with Elder Abuse Guardianship Legislation

According to the Palm Beach (FL) Post article “Florida guardianship reform passes; seniors protest at courthouse,” the Legislature’s...

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Kimberly Hegwood

Apr 11, 20162 min read

Reviewing the Roth Recharacterization

Why recharacterize? The top reason people do this is because the account has declined in value. A recharacterization cancels out the...

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Iowa Ready to Pass Bill on Digital Assets in Estate

Kimberly Hegwood

Apr 8, 20161 min read

Iowa Ready to Pass Bill on Digital Assets in Estate

The article, “Dead Iowans’ digital assets focus of Senate bill,” explains that current state law doesn’t adequately address what happens...

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Kimberly Hegwood

Apr 7, 20162 min read

First Time Parents Need to Celebrate by Naming a Guardian

What a thrill to celebrate the birth of a new baby, and if it’s the first baby, there are many “first time” experiences to be enjoyed. In...

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Kimberly Hegwood

Apr 6, 20161 min read

What Can We Learn from Millennials about Wealth Planning?

Baby Boomers need to adjust how they think, especially about the thought of slacker Millennials living with their parents, depleting the...

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Construction Giant’s Numerous Will Changes Cause Chaos with Children

Kimberly Hegwood

Apr 5, 20162 min read

Construction Giant’s Numerous Will Changes Cause Chaos with Children

But a Tennessee county judge disagreed with them and dismissed the adopted children’s lawsuit, saying they didn’t have standing to...

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Help Your Kids to Understand Your Estate Planning Strategy

Kimberly Hegwood

Apr 4, 20162 min read

Help Your Kids to Understand Your Estate Planning Strategy

If you have investment property, remember that it’s not easy to divide a building. Your heirs might not agree about how the property...

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Kimberly Hegwood

Apr 1, 20162 min read

Avoid Probate with These Tactics

NASDAQ.com’s recent article, “5 Smart Estate-Planning Steps to Avoid Probate,” explains that when you pass away, your possessions and...

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How’d that Valentine Gift Work for Ya This Year?

Kimberly Hegwood

Mar 31, 20161 min read

How’d that Valentine Gift Work for Ya This Year?

The article “Plan ahead to reduce stress on loved ones” provides a list of things to consider that would prove important when they will...

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Who Gets My Stuff if I Die Without a Will?

Kimberly Hegwood

Mar 30, 20162 min read

Who Gets My Stuff if I Die Without a Will?

Legally, these items are referred to as “tangible personal property,” but it could be dad’s stuff. What happens to this stuff after...

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New Will Shows Media Tycoon’s Ex to Lose Out on Millions

Kimberly Hegwood

Mar 29, 20161 min read

New Will Shows Media Tycoon’s Ex to Lose Out on Millions

The article, “Sumner Redstone’s ex-girlfriend stands to lose $70M after new will,” says that a new court document explained that Herzer...

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