Be Cool! Get Tough and Tackle Estate Planning!
Basic estate planning requires the preparation of at least three documents that state your wishes under different potential...
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Kimberly Hegwood
Feb 4, 20162 min read
Not Just for Hollywood Stars: Protecting the Farm with a Pre-Nuptial
“We had to put Zoey in an equity position immediately,” Brooks says. His daughter Zoey and her sisters are now full owners. “To save the...
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Kimberly Hegwood
Feb 3, 20162 min read
Keep your Golden Years Golden
Retirees should have several money lessons down cold by the time they retire. One of the most crucial is how to live within a budget....
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Kimberly Hegwood
Feb 1, 20162 min read
How to React to the Fed’s Rate Hike
Intrafamily Loans. Wealthy individuals occasionally will lend money to their adult children for investment purposes. They also might...
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Kimberly Hegwood
Jan 29, 20162 min read
Making Your Wealth Last for Generations
You’ve worked hard for many years to build a successful business. With this, you’ve amassed a great amount of wealth. The question to ask...
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Kimberly Hegwood
Jan 28, 20163 min read
Two Social Security Strategies are Put to Rest in 2016
Two popular Social Security strategies—”file and suspend” and “restricting an application”—are being eliminated, says a recent Kiplinger...
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Kimberly Hegwood
Jan 25, 20162 min read
Make it a Happy New Year Money-wise
Get Credit-Healthy. It’s pretty tough to be financially healthy if your credit-related life is in the dumpster! What can you do to fix...
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Kimberly Hegwood
Jan 22, 20161 min read
Former NY Governor Moving Fast as Executor of Father’s Estate
The $500 million estate transferred ownership of the properties the elder Spitzer acquired, according to property records recently filed...
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Kimberly Hegwood
Jan 21, 20162 min read
The Confusion of Long-Term Care Insurance
The average annual expense for a semi-private nursing home room is more than $80,000, according to a recent survey—a 4% hike from last...
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Kimberly Hegwood
Jan 20, 20162 min read
New York Nursing Home Caught in Medicare and Medicaid Fraud
According to the article “Nursing home chain not protected from prosecution” in The (Middletown NY) Times-Herald-Record, the agreement...
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Kimberly Hegwood
Jan 14, 20163 min read
Create a Road Map for the Care of Your Special Needs Child
Many families want to set aside something to ease their children’s way in the world when they pass away. However, parents of an adult...
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Kimberly Hegwood
Jan 13, 20161 min read
Murder in the Spotlight in New York Will Contest
Dawn, who was just three years old when tragedy struck, claims her aunts’ recent accusation that her dad was responsible for the unsolved...
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Kimberly Hegwood
Jan 7, 20162 min read
Use a Reverse Mortgage to Buy a Home
You may have heard of using a reverse mortgage to tap into home equity and using that money to stay in a longtime home. However, US News...
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Kimberly Hegwood
Jan 5, 20162 min read
Estate Planning Tips for Power Couples
A marriage between two power players hopefully brings future happiness. But you also need to protect your assets while merging life...
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Kimberly Hegwood
Jan 4, 20162 min read
Can Bret Favre Help You Talk about Estate Planning with Your Family?
A recent article in Money reminds us that the holidays make for a great opportunity to start a simple, direct conversation. The article,...
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Kimberly Hegwood
Jan 1, 20162 min read
Bitter Fight for Media Mogul’s Billions
A bitter battle to control the fortune of ailing billionaire Sumner Redstone escalated recently when the media mogul’s ex-girlfriend...
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Kimberly Hegwood
Dec 31, 20152 min read
Helping Parents with Their Finances Is Not An Easy Task
The Des Moines Register’s article, “How to assist your aging parents with their finances,” points out another aspect of care giving:...
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Kimberly Hegwood
Dec 30, 20153 min read
To Convert or Not to Convert My IRA to a Roth. That is the Question.
In order to save for retirement, some individuals are considering converting their traditional IRAs to Roth IRAs in order to maximize...
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Kimberly Hegwood
Dec 24, 20152 min read
I’m Retired… Now What?
We spend most of our adult lives planning for retirement. However, there are those that don’t plan—or don’t plan enough—for what to do...
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Kimberly Hegwood
Dec 23, 20152 min read
Take a Bite out of Your Tax Bite
An article from CNBC, “Lessen your tax bite with savvy year-end strategies,” says that working with a knowledgeable professional who...
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