Estate Planning 7/15

Oct 7, 20162 min read

The 411 on the Generation-Skipping Trust

The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden. At the tax rate of 40%, estate...

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Kimberly Hegwood

Sep 28, 20163 min read

Changes are Happening All the Time: Keep Your Estate Plan Current

Congratulations! After putting it off for as long as humanly possible, you’ve finally completed and implemented your estate plan. Check...

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Kimberly Hegwood

Sep 27, 20163 min read

Is Whole Life Insurance Right for You?

Term life insurance will cover you for a certain period of time. Alternatively, whole life insurance also includes a savings account...

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Kimberly Hegwood

Sep 26, 20162 min read

Another Young Actor Dies Without a Will

Young adults and the millennial children of older adults are not who you’d think of as needing estate planning advice. These people are...

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Kimberly Hegwood

Sep 23, 20162 min read

Old School Traditional IRA versus New School Roth

Money Magazine says that the generation gap has a new frontier: IRAs. The article, “Why Older Americans Should Get Hip to the Roth IRA,”...

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Teen Heartthrob Bieber Doesn’t Want to be “Sorry” When It Comes to Estate Planning

Kimberly Hegwood

Sep 22, 20162 min read

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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Fred Thompson’s Adult Children Battle Second Wife in Estate Contest

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 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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Many Claimants to Prince’s Million-Dollar Estate Knocked Out of Contention

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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Get Some Power Behind Your Power of Attorney Form

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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How to Keep the Vacation Home in the Family

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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Estate Planning Changes for LGBT Couples

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 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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Moving 529 Money Between Beneficiaries is a Piece of Cake

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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How to Take that First Required Minimum Distribution from an IRA

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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