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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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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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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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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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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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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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...
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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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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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