Considerations Before Owning a Business with Your Spouse
Both running a successful business and having a successful marriage require commitment and hard work. Operating a business as a married...
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Kimberly Hegwood
Feb 23, 20223 min read
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
Nov 16, 20162 min read
Moving Overseas? Plan Ahead.
The Wall Street Journal recently provided some guidance for Americans relocating overseas in “Moving Abroad? Here’s the Checklist.”...
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Kimberly Hegwood
Nov 14, 20162 min read
Complete a Complete Estate Plan
When it comes to planning, the focus is typically on making you better prepared for the future. That means limiting taxes, creating wiser...
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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 8, 20162 min read
Celebrity Estate Planning Leaves a Lot to Be Desired
One would think that big stars like Prince would have a team of high-powered advisors, compared to the average Joe and Jane. But that...
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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 31, 20162 min read
Smart Strategies for Social Security Benefits Taxes
The issue of whether your Social Security benefits are taxed is based on your “provisional income.” This is your adjusted gross...
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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 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 10, 20163 min read
The Do-It-Yourself Will Can Be a Bargain or a Bust
A majority of Americans (about 66%) don’t have a written will, and for most, it’s something they’ve postponed until later. It’s natural...
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Kimberly Hegwood
Sep 30, 20162 min read
Make Lower RMDs When Your Retire
Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...
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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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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 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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