Make Retirement More Fun with Estate Planning
The words “fun” and “estate planning” are not typically used in the same sentence. Most people see estate planning as a chore to muddle...
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Kimberly Hegwood
Dec 15, 20215 min read
What Is a Special Needs Trust Under Texas Law?
Under Texas law, a special needs trust is a trust that allows a person with a disability to have money put aside for their care....
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Kimberly Hegwood
Dec 8, 20213 min read
Are My Retirement Assets Protected From Creditors?
Texas offers excellent creditor protection compared to other states. Our Texas bankruptcy laws are better than the federal ones when it...
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Kimberly Hegwood
Dec 7, 20212 min read
Family Matters: Planning Mistakes Small Business Owners Should Avoid
Small business owners are nothing if not hard workers. Many spend a lifetime pouring their blood, sweat, and tears into their businesses....
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Kimberly Hegwood
Dec 1, 20213 min read
Planning for the Worst: Estate Advice for Simultaneous Deaths
A lot of assumptions go into creating wills. After all, drawing up plans to distribute your assets to your partner, children, or other...
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Kimberly Hegwood
Nov 24, 20213 min read
Banks, Beneficiaries and the Best Laid Plans: How Financial Institutions Impact Estate Planning
We want to believe that our financial institutions have our best interests at heart. After all, that’s why we entrust our savings with...
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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
Nov 17, 20213 min read
Under What Circumstances Can a Person Be Appointed a Guardian in Texas?
In Texas, a person can be appointed as a guardian under two circumstances. The first circumstance is if a minor loses a parent. When both...
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Kimberly Hegwood
Nov 10, 20214 min read
A Light at the End of the Tunnel for Britney Spears
There have been many recent reports regarding the petition that Britney Spears’ father, Jamie Spears, filed with the Court that has...
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Kimberly Hegwood
Nov 2, 20215 min read
How to Prepare for Your First Estate Planning Meeting
“Death, taxes and childbirth! There’s never any convenient time for any of them.” ― Margaret Mitchell, Gone with the Wind Booking your...
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Kimberly Hegwood
Nov 1, 20212 min read
Planning for Future Healthcare Costs
Healthcare is one of the biggest expenses any person must shoulder, but especially those that are retired. Despite working and saving for...
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Kimberly Hegwood
Oct 28, 20212 min read
Family Fight After Death: Why Siblings Fight After the Passing of a Parent
The passing of a parent is never easy. Each individual family member is forced to contend with the loss of the relationship they had with...
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Kimberly Hegwood
Oct 26, 20212 min read
College Funding 101
Planning for your children’s or grandchildren’s college expenses is simple in theory. In execution, though, the process is often complex...
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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 21, 20213 min read
Family Gifts: What To Do & What Not To Do
Generosity can be a beautiful thing. There is nothing quite like working hard for a living and sharing what you have earned with your...
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Kimberly Hegwood
Oct 20, 20216 min read
6 Estate Planning Strategies Following COVID-19
For most people, in Houston included, living through the coronavirus pandemic has left us weary yet ready to tackle any challenge that...
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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
Oct 15, 20212 min read
Modifying Estate Plans After a Serious Illness
When faced with a serious illness, there are many things that feel out of your control. The sense of fear and helplessness can seem...
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Kimberly Hegwood
Oct 14, 20213 min read
Estate Planning for 80-Somethings
Estate planning needs to change over your lifetime (believe it or not, it is not a “one and done” thing). When you are in your twenties...
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Kimberly Hegwood
Oct 13, 20212 min read
Do You Need an Estate Plan If You Are Single?
Tying the knot and having kids can change your finances significantly. One of the most important tools to protect your loved ones in such...
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