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Make Retirement More Fun with Estate Planning

Dec 27, 20212 min read

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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What Is a Special Needs Trust Under Texas Law?

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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Are My Retirement Assets Protected From Creditors?

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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Family Matters: Planning Mistakes Small Business Owners Should Avoid

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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Planning for the Worst: Estate Advice for Simultaneous Deaths

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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Banks, Beneficiaries and the Best Laid Plans: How Financial Institutions Impact Estate Planning

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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Estate and Gift Tax Rate Hikes: What Does This Mean for You?

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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Under What Circumstances Can a Person Be Appointed a Guardian in Texas?

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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How to Prepare for Your First Estate Planning Meeting

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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Family Fight After Death: Why Siblings Fight After the Passing of a Parent

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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How President Biden’s Proposed Tax Plan Could Impact Your Estate

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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Family Gifts: What To Do & What Not To Do

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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6 Estate Planning Strategies Following COVID-19

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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Modifying Estate Plans After a Serious Illness

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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Do You Need an Estate Plan If You Are Single?

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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