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Retirement Tips and Answers to Tough Questions

Mar 23, 20162 min read

Retirement Tips and Answers to Tough Questions

Let’s first look at the “five year” rule for withdrawing funds tax-free from a Roth IRA. We need to distinguish between contributions to...

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Saving Money with Online Wills and Trusts can Result in More Expenses in Probate

Kimberly Hegwood

Mar 22, 20162 min read

Saving Money with Online Wills and Trusts can Result in More Expenses in Probate

The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...

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Kimberly Hegwood

Mar 21, 20162 min read

Be Brave and Talk about Estate Planning

Whether you’re creating your first estate plan or updating your current plan, review your estate plan every three or four years or after...

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Kimberly Hegwood

Mar 18, 20162 min read

The Daughters of Casey Kasem and Peter Falk Lobby for Elder Law Legislation

The daughters of two late celebrities are looking to find easier ways for family and friends to visit ailing elders. They’ve brought...

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Singles are People Too and Need to Save for Retirement

Kimberly Hegwood

Mar 17, 20163 min read

Singles are People Too and Need to Save for Retirement

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

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Super Bad” Battle Still Raging over James Brown’s Estate

Kimberly Hegwood

Mar 16, 20161 min read

Super Bad” Battle Still Raging over James Brown’s Estate

While the settlement fully resolves the Will contest claims of James’ children, the fight is far from over. Brown’s wife, Tomi Rae Hynie,...

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Ways for Grandparents to Fund Their Grandkid’s College

Kimberly Hegwood

Mar 15, 20162 min read

Ways for Grandparents to Fund Their Grandkid’s College

Some of the benefits of a 529 savings plan are that you can use the annual exclusion gift, now set at $14,000 per year per person. If you...

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News of Millionaire Maiden’s Estate Shows Need for Estate Planning

Kimberly Hegwood

Mar 14, 20162 min read

News of Millionaire Maiden’s Estate Shows Need for Estate Planning

The County Treasurer Kurt Prenzler said he was ordered by the probate court to pay the heirs in Mary Petroff’s $1.36 million estate. Four...

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Kimberly Hegwood

Mar 11, 20162 min read

Judge Orders Psychiatric Evaluation of Aging Media Mogul

Media mogul Sumner Redstone has been ordered to sit for a one-hour psychiatric evaluation as part of an ongoing court battle with an...

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Kimberly Hegwood

Mar 10, 20162 min read

What Will Happen if I Don’t Update my Beneficiaries?

This is a very important step in estate planning because at your death, certain assets pass to beneficiaries named on your accounts. It...

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Kimberly Hegwood

Mar 8, 20162 min read

Saving Money with Online Wills and Trusts can Result in More Expenses in Probate

The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...

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Kimberly Hegwood

Mar 7, 20162 min read

Be Brave and Talk about Estate Planning

Thinking about your estate plan can be grim. None of us likes to contemplate how things will be after we pass away. However, the Des...

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The Daughters of Casey Kasem and Peter Falk Lobby for Elder Law Legislation

Kimberly Hegwood

Mar 4, 20162 min read

The Daughters of Casey Kasem and Peter Falk Lobby for Elder Law Legislation

KOMO News recently ran a news item, “Daughters of Casey Kasem, Peter Falk tackle elder visitation,” which tells their similar stories....

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Kimberly Hegwood

Mar 3, 20163 min read

Singles are People Too and Need to Save for Retirement

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

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Kimberly Hegwood

Mar 2, 20161 min read

“Super Bad” Battle Still Raging over James Brown’s Estate

While the settlement fully resolves the Will contest claims of James’ children, the fight is far from over. Brown’s wife, Tomi Rae Hynie,...

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Kimberly Hegwood

Mar 1, 20162 min read

Ways for Grandparents to Fund Their Grandkid’s College

Some of the benefits of a 529 savings plan are that you can use the annual exclusion gift, now set at $14,000 per year per person. If you...

0 views0 comments

Kimberly Hegwood

Feb 29, 20162 min read

News of Millionaire Maiden’s Estate Shows Need for Estate Planning

The County Treasurer Kurt Prenzler said he was ordered by the probate court to pay the heirs in Mary Petroff’s $1.36 million estate. Four...

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Kimberly Hegwood

Feb 23, 20162 min read

Seniors, Don’t Get Taken!

A recent article in The Aiken (SC) Standard, “Seniors, don’t get ripped off,” tells of a retired high school teacher’s husband who—at...

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Kimberly Hegwood

Feb 22, 20162 min read

Which Trust is Right for Me?

The Motley Fool cautions that the taxation of these trusts can become extremely complicated, and the structure of a family trust is...

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Create a Revocable Trust to Help You Achieve your Estate Planning Goals

Kimberly Hegwood

Feb 19, 20162 min read

Create a Revocable Trust to Help You Achieve your Estate Planning Goals

If your estate plan includes a revocable living trust, start by examining the provisions for potential revisions. First, look at who was...

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