Inheritance 2/3

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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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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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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Tighten Up Those Loose Ends in Your Estate Plan

Kimberly Hegwood

Aug 30, 20162 min read

Tighten Up Those Loose Ends in Your Estate Plan

Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...

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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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Don’t “Just Wing It” When it Comes to Retirement Planning

Kimberly Hegwood

Aug 17, 20162 min read

Don’t “Just Wing It” When it Comes to Retirement Planning

After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...

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Attention Gen Xer’s: Mid-Life Planning is Calling

Kimberly Hegwood

Aug 15, 20163 min read

Attention Gen Xer’s: Mid-Life Planning is Calling

Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...

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Get the Whole Family Involved with Estate Planning!

Kimberly Hegwood

Aug 12, 20162 min read

Get the Whole Family Involved with Estate Planning!

Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...

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Make That Required Minimum Distribution go Directly to Your Favorite Charity

Kimberly Hegwood

Aug 9, 20162 min read

Make That Required Minimum Distribution go Directly to Your Favorite Charity

Congress used to wait until the end of the year to extend the law that let people make a tax-free donation of up to $100,000 from their...

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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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Kimberly Hegwood

Aug 2, 20162 min read

How Will the Greatest’s Estate Planning Match Up in Probate?

All of the details of Ali’s will have not been uncovered after his recent death. Nonetheless, Investment News says in “How will Muhammad...

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Kimberly Hegwood

Aug 1, 20163 min read

Planning Ahead for Medicaid

The good news is that you’re going to live a long life. The bad news is that you may face the difficult transition of requiring nursing...

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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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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 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 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 6, 20162 min read

How to Divide Your Assets among Your Children

A recent post on cincinnati.com, “Tough task: Dividing assets after a death,” asks this question: when it comes to passing assets to the...

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Kimberly Hegwood

Jul 5, 20162 min read

Victory for Media Mogul Sumner Redstone

A Los Angeles judge has dismissed a lawsuit that challenged Media Mogul Sumner Redstone’s mental competence. The Los Angeles Times’ May...

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Kimberly Hegwood

Jul 1, 20162 min read

Snoop Dogg Too Smart to Have a Will?

According to a recent survey, 64% of Americans don’t have a will. Most of them don’t have one because they just haven’t gotten around to...

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