While Not Sexy, Life Insurance can Really Help with Estate and Financial Planning
US News’ recent article, “Pros and Cons of Whole Life Insurance,” says that life insurance is often an afterthought. In reality, life...
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Kimberly Hegwood
May 25, 20162 min read
Growing Trend of Challenging Wealthy Seniors’ Capacity in Court
The messy legal dispute over the mental health of media mogul Sumner Redstone is an example of the growing trend of litigation that...
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Kimberly Hegwood
May 24, 20162 min read
A Hard Look at IRAs as Beneficiaries
IRAs and see-through trust status. How the trust will get taxed as an IRA beneficiary is the big issue in the set-up. Usually, trusts...
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Kimberly Hegwood
May 23, 20161 min read
Michigan Latest to Enact Digital Assets Legislation for Loved Ones
The debate between privacy and access happens when deciding what to do with a deceased’s digital property or records. “For the last few...
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Kimberly Hegwood
May 19, 20162 min read
What to do About an Inherited Home That’s Too Far Away
The Huffington Post’s “5 Questions to Ask When Inheriting a House” talks about how to handle an inherited house. Once the basics are...
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Kimberly Hegwood
May 17, 20162 min read
What to Do With 529 Leftovers
One of the cool things about 529 plans is that you can change the beneficiary to another qualifying family member without tax...
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Kimberly Hegwood
May 13, 20163 min read
Focus on Your Retirement with Clear Vision
As you plan your retirement, you should determine how you will spend your time, the details of your retirement budget, and the source of...
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Kimberly Hegwood
May 12, 20162 min read
Dying Without a Will and What Happens to Your Stuff
Every state has intestacy laws that govern whom among a deceased’s relatives will receive the property and assets when there’s no will or...
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Kimberly Hegwood
May 11, 20162 min read
Baby Boomer Estate Planning Lessons for Wills, Funerals and Health Care Expenses
Wills. The long-term consequences of not having a will are huge. Your assets will go to probate, which can leave your family with huge...
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Kimberly Hegwood
May 10, 20162 min read
Top Financial Considerations for Expectant Parents
Estate planning. Everyone needs some basic estate planning, especially those starting families. Before your first child is born, draft a...
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Kimberly Hegwood
May 6, 20162 min read
Golden Keys to a Successful Retirement
#1: Set your goals: Write down your goals and objectives. This will make them real, and you’ll have a better chance of achieving them....
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Kimberly Hegwood
May 5, 20163 min read
Financial Regrets That Will Haunt You Forever
Financial regrets—we’ve all had some. But in “8 Financial Decisions You’ll Regret Forever” Kiplinger asked financial planners and...
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Kimberly Hegwood
May 4, 20162 min read
Daughters of Two Late Celebrities Push for Elder Law Legislation
When Catherine Falk asked to see her ailing father, her stepmother slammed the door in her face, and when Kerri Kasem wanted to take her...
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Kimberly Hegwood
May 3, 20162 min read
Not Rich Enough to Have an Estate Plan? No Way!
If you don’t plan your estate, a judge will distribute your assets by applying the state’s intestate succession laws, which may not be...
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Kimberly Hegwood
May 2, 20162 min read
How to Afford Your Retirement
Take a look at Kiplinger’s “12 Ways to Go Broke in Retirement” and learn how to avoid them. Relying on a single source of income....
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Kimberly Hegwood
Apr 29, 20162 min read
Senior Scams are Serious
Likewise, a recent study by True Link Financial estimated the problem costs more than $36 billion every year. But these statistics may be...
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Kimberly Hegwood
Apr 28, 20162 min read
Planning your Financial Future after a Second “I Do”
But wlbz2.com’s article, “Getting remarried? Get a financial plan first,” says that many folks do little planning, and that ends up...
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Kimberly Hegwood
Apr 27, 20162 min read
Practicing Your Estate Plan Makes Perfect
According to the Southeast Missourian’s article “Get it together: Organizing your estate now will ease the burden on loved ones later,”...
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Kimberly Hegwood
Apr 26, 20162 min read
Young Hispanics Need to Start Saving for Retirement
CNN Money’s article, “The retirement crisis facing Hispanics,” reports that part of the reason for this is that many Hispanics—especially...
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Kimberly Hegwood
Apr 25, 20162 min read
New Hampshire Solves Power of Attorney Issue
As WMUR9.com explains in “Money Matters: NH health surrogacy laws,” this person is known as a surrogate decision-maker. He or she has the...
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