Your Quick Guide to Trusts and the Benefits of Having One
Many people assume having a last will and testament is the centerpiece of any satisfactory estate plan. While they certainly have their...
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Kimberly Hegwood
Nov 4, 20163 min read
Trusts from A to Z
Many folks assume that trust funds are only for the rich, however, people in all types of economic circumstances may see a benefit from...
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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
Sep 20, 20163 min read
An IRA Trust Might Be Preferred Over Naming Individuals or a Revocable Living Trusts
If you maxed out your work 401(k) by taking advantage of matching funds and rolled this to an IRA when you retired, you might not need...
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Kimberly Hegwood
Aug 30, 20162 min read
Tighten Up Those Loose Ends in Your Estate Plan
Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...
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Kimberly Hegwood
Aug 26, 20162 min read
The Importance of Beneficiary Designations
THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...
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Kimberly Hegwood
Aug 25, 20162 min read
Look out: Medicare Changes on the Way!
The long-term outlook for Social Security old-age and disability benefits is still good, with promised benefits payable until 2034....
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Kimberly Hegwood
Aug 17, 20162 min read
Don’t “Just Wing It” When it Comes to Retirement Planning
After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...
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Kimberly Hegwood
Aug 16, 20163 min read
Ready…Set…Start your Estate Planning!
Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...
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Kimberly Hegwood
Aug 15, 20163 min read
Attention Gen Xer’s: Mid-Life Planning is Calling
Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...
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Kimberly Hegwood
Aug 12, 20162 min read
Get the Whole Family Involved with Estate Planning!
Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...
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Kimberly Hegwood
Aug 4, 20162 min read
The Greatest May Face One More Fight: An Estate Battle
There are growing reports of trouble on the horizon for Muhammad Ali’s estate and his legacy, according to Forbes’ recent article...
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Kimberly Hegwood
Jul 26, 20163 min read
A New Era of Estate Planning
ThinkAdvisor’s article, “New Estate Planning Strategies for a Post-Portability World,” says that there may be many folks who’ve continued...
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Kimberly Hegwood
Jul 22, 20162 min read
Have Control of Your Assets from the Grave!
Estate planning lets you determine how you want your assets distributed upon your death. Not to be morbid, but for those under 40, be...
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Kimberly Hegwood
Jul 21, 20163 min read
Media Mogul Has Estate Planning Mess
Given that he has a fortune estimated at more than $5 billion, Sumner Redstone could hire the best estate planning help that money could...
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