Estate Planning 8/15

Sacramento County Cracking Down on Elder Abuse

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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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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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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You Bet Your Life There’s Value in Life Insurance

Kimberly Hegwood

Jul 28, 20162 min read

You Bet Your Life There’s Value in Life Insurance

Life insurance can be very complicated and confusing. It’s also an area where mistakes can be made very easily. A recent study that...

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Kimberly Hegwood

Jul 27, 20162 min read

Exploring Long-Term Care

The Huffington Post says that more than 40% of people over age 65 need care in a nursing home for some period of time. The article, “What...

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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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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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Kimberly Hegwood

Jul 20, 20162 min read

What If I Don’t Want to Be an Executor?

A recent New Jersey 105.com article explains that the executor’s role is very significant and has considerable responsibility. The...

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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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Kimberly Hegwood

Jul 15, 20162 min read

Estate Issues Look to be Settled for Media Mogul Redstone

Sumner Redstone, the elderly media mogul, offered his daughter Shari $1 billion for her 20% stake in his empire. This was in part to make...

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Kimberly Hegwood

Jul 14, 20162 min read

Should I Fear Probate?

Probate creates a public record of the will. It’s the process after death whereby a will is presented to the probate court to be...

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Kimberly Hegwood

Jul 12, 20162 min read

Will My Heirs Be Hit with a Double-Whammy: State Estate Taxes Along with Federal?

The estate tax is a tax on property transferred at your death, and recent changes in the tax laws have increased the amount that you are...

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Kimberly Hegwood

Jul 11, 20162 min read

Can You Believe That 10,000 Baby Boomers Turned 65 Today?

While most baby boomers in their 60s are healthy, many Americans will have health issues when they reach their 70s. With sicknesses like...

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Kimberly Hegwood

Jul 8, 20163 min read

Roth IRA or Traditional IRA? That is the Question

When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...

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