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Kimberly Hegwood
Jun 28, 20162 min read
Make Sure the Kids Don’t Blow Their Inheritance
A couple with four children may want to split their estate four ways when they pass away. However, what do they do if two of their...
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Kimberly Hegwood
Jun 27, 20162 min read
Hedge Your Bets with Long-Term Health Care Planning
Long-term care planning is something most Americans fail to do for themselves or for their loved ones. This can put adult children in a...
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Kimberly Hegwood
Jun 24, 20161 min read
The 411 on Health Savings Account Rollovers
Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...
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Kimberly Hegwood
Jun 23, 20161 min read
How to Prepare for the Unexpected Loss of a Spouse
While some decisions may be put off because they’re too personal, there are decisions that need to be made that are simple and...
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Kimberly Hegwood
Jun 22, 20161 min read
How Do You and Your Spouse Hold Title to Your Property?
Jointly held property can be held either as joint tenants or as tenants in common. Joint tenancy has what is called the right of...
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Kimberly Hegwood
Jun 21, 20162 min read
Estate Planning Tips for Unmarried Couples
The percentage of unmarried couples living together has increased from a bit more than 1% of all couples in 1960 to about 12% today....
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Kimberly Hegwood
Jun 20, 20162 min read
Tips on Creating a “Life After Me” Document
Once they have their estate planning in place, many baby boomers are creating a “Life After Me” document that lets them say goodbye to...
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Kimberly Hegwood
Jun 17, 20162 min read
The Three Top Fears in Retirement
Baby boomers have begun to think about several concerns as they prepare for retirement. A recent survey found that of the top fears of...
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Kimberly Hegwood
Jun 16, 20162 min read
Figuring Out Long-Term Care Insurance
According to mysuburbanlife.com‘s recent article “Understanding Long Term Care Insurance,” the U.S. Department of Health and Human...
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Kimberly Hegwood
Jun 15, 20162 min read
The Long List of Famous People Who Didn’t Have Wills
The Wall Street Journal reports in the April 27 article, “What Prince and Abraham Lincoln Have in Common,” that the purple rock royal...
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Kimberly Hegwood
Jun 14, 20161 min read
Farewell, Sweet Prince: Another Celebrity Estate Planning Disaster
The sister of the late rock star Prince told the press that the 57-year-old Minnesotan has no known will. She recently has filed court...
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Kimberly Hegwood
Jun 13, 20164 min read
15 Ways to Mess up your Retirement
A recent article on gobankingrates.com, “15 Mistakes Even Smart People Make in Retirement,” spells out common mistakes people make in...
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Kimberly Hegwood
Jun 10, 20162 min read
Is a Living Trust for Me?
“You should steer clear of ‘living trust mills,’ which hold themselves out as estate planning specialists but churn out boilerplate...
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Kimberly Hegwood
Jun 7, 20162 min read
Be Smart with that Tax Refund!
Analyze your tax refund as a hierarchy of needs. Take a look at your circumstances and see if there are any gaps that need correcting....
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Kimberly Hegwood
Jun 6, 20162 min read
A Checklist for Opening Retirement Accounts
When do you want to pay taxes? True, no one really wants to pay taxes; however, when you are saving for retirement, you get to make a...
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Kimberly Hegwood
Jun 3, 20162 min read
Careful Planning for Blended Families is a Must
When a spouse dies, the surviving spouse may feel some sort of real or perceived threat from their step-children over their inheritance....
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Kimberly Hegwood
Jun 2, 20162 min read
Do I Need a Prenup?
A recent Business Insider’s article, “Ask a Financial Planner: ‘What should I include in a prenup?’,” says that the first thing to do is...
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Kimberly Hegwood
Jun 1, 20162 min read
Hold Off Erasing All Memories of Tax Season!
The Business Journal reports in “Taxes done? Not so fast… Here are 3 things to think about” that there are several things to think about...
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Kimberly Hegwood
May 31, 20162 min read
Jayhawk State Has Special Estate Recovery Rules
Prior to receiving any benefits from Medicaid, individuals must “spend down” their cash assets to below $2,000. Some property is termed...
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Kimberly Hegwood
May 27, 20162 min read
Come on, Seniors, Blaze a Trail!
May is here, and in addition to celebrating the arrival of spring, this month has been designated as Older American’s Month and National...
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