Navigating the Estate Planning Landscape
The only constant in estate planning is change. While you can do your best to be proactive and stay abreast of changing regulations, it...
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Kimberly Hegwood
Nov 22, 20212 min read
Estate and Gift Tax Rate Hikes: What Does This Mean for You?
Earlier in the year, Senator Bernie Sanders proposed new legislation that could make waves in the estate planning world. The “For the...
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Kimberly Hegwood
Oct 22, 20212 min read
How President Biden’s Proposed Tax Plan Could Impact Your Estate
scheduling a consultation online This spring, President Joe Biden outlined a new infrastructure plan and American Families Plan to the...
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Kimberly Hegwood
Oct 19, 20212 min read
Estate Planning During the Biden Era
New presidents often mark the beginning of a new era of tax laws. For President Biden, the estate tax is a very likely target for change....
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Kimberly Hegwood
Dec 22, 20202 min read
How Joe Biden’s Tax Plan May Impact Your Estate Plan
Americans are reconsidering their estate planning strategies following Joe Biden’s presidential election win. Biden made his desire to...
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Kimberly Hegwood
Nov 11, 20162 min read
A Few Words of Advice for Getting Married in Your Golden Years
If you’re in your senior years, you may want to think twice before tying the knot. The love bug can bite at any age, and that can include...
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Kimberly Hegwood
Nov 10, 20162 min read
How Not to Do It: Spending the Inheritance on Royal Souvenirs and Strippers
For the Scripps family, who were heirs to a media fortune, they simply spent their millions. According to an article on CNBC.com, “The...
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Kimberly Hegwood
Nov 9, 20162 min read
Want Estate Planning? No, You Need It!
Estate planning is a need, but too often it gets moved down to the list for tomorrow. There are many reasons people put off estate...
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Kimberly Hegwood
Nov 3, 20162 min read
Get a Life Insurance Check-up to Be Sure the Prognosis Is Good
Insurance planning shouldn’t begin until there’s been some financial planning, according to CNBC in its article “3 life insurance...
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Kimberly Hegwood
Oct 21, 20162 min read
Some Surprising Expenses in Retirement
After working hard and saving your money wisely, you’re ready for a successful retirement. Unfortunately, there can be bumps and hiccups...
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Kimberly Hegwood
Oct 20, 20162 min read
How to Plan For a Kid Who Can’t Handle Finances
Many parents face this issue, says NJ 101.5 in its recent post, “When you don’t trust a child with money.” There are some children,...
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Kimberly Hegwood
Oct 17, 20162 min read
Make a Charitable Donation in Your Will and Watch It Work
The estate planning laws in many states are pretty straightforward for those who want to donate all or part of their estate to charity....
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Kimberly Hegwood
Oct 14, 20162 min read
Proposed Regs Aim to Place Restrictions on Valuation Discount Planning
According to the regulations.gov post “Estate, Gift, and Generation-skipping Transfer Taxes: Restrictions on Liquidation of an Interest,”...
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Kimberly Hegwood
Oct 12, 20162 min read
Secure Intellectual Property Rights for Your Estate
Are you an inventor, an author, artist or the owner of a closely held business? If so, you may have already taken action to secure your...
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Kimberly Hegwood
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 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 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 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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