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 14, 20162 min
Proposed Regs Aim to Place Restrictions on Valuation Discount Planning
According to the regulations.gov post “Estate, Gift, and Generation-skipping Transfer Taxes: Restrictions on Liquidation of an Interest,”...
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Kimberly Hegwood
Oct 12, 20162 min
Secure Intellectual Property Rights for Your Estate
Are you an inventor, an author, artist or the owner of a closely held business? If so, you may have already taken action to secure your...
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Kimberly Hegwood
Oct 10, 20163 min
The Do-It-Yourself Will Can Be a Bargain or a Bust
A majority of Americans (about 66%) don’t have a written will, and for most, it’s something they’ve postponed until later. It’s natural...
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Kimberly Hegwood
Sep 30, 20162 min
Make Lower RMDs When Your Retire
Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...
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