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 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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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 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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