Assets 2/9

Be Smart When You Say “I Do” the Second or Third Time

Oct 11, 20162 min read

Be Smart When You Say “I Do” the Second or Third Time

Can you believe that 37% of second marriages and 74% of third marriages end up in divorce? Those are not good odds. CBS Boston’s recent...

0 views0 comments

The Do-It-Yourself Will Can Be a Bargain or a Bust

Kimberly Hegwood

Oct 10, 20163 min read

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...

0 views0 comments

Kimberly Hegwood

Oct 7, 20162 min read

The 411 on the Generation-Skipping Trust

The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden. At the tax rate of 40%, estate...

5 views0 comments

Kimberly Hegwood

Sep 30, 20162 min read

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...

8 views0 comments

Kimberly Hegwood

Sep 28, 20163 min read

Changes are Happening All the Time: Keep Your Estate Plan Current

Congratulations! After putting it off for as long as humanly possible, you’ve finally completed and implemented your estate plan. Check...

0 views0 comments

Kimberly Hegwood

Sep 27, 20163 min read

Is Whole Life Insurance Right for You?

Term life insurance will cover you for a certain period of time. Alternatively, whole life insurance also includes a savings account...

500 views0 comments

Kimberly Hegwood

Sep 26, 20162 min read

Another Young Actor Dies Without a Will

Young adults and the millennial children of older adults are not who you’d think of as needing estate planning advice. These people are...

0 views0 comments

Teen Heartthrob Bieber Doesn’t Want to be “Sorry” When It Comes to Estate Planning

Kimberly Hegwood

Sep 22, 20162 min read

Teen Heartthrob Bieber Doesn’t Want to be “Sorry” When It Comes to Estate Planning

Justin Bieber is only 22-years-old, but it wasn’t long ago he was breaking girls’ hearts around the world with his hit song “Baby.” Now,...

0 views0 comments

Kimberly Hegwood

Sep 19, 20163 min read

Prenup Isn’t a Four-Letter Word

Young couples going into their first marriage with little or no assets don’t usually have much to lose by combining their assets as they...

1 view0 comments

Kimberly Hegwood

Sep 15, 20162 min read

Professor Researching the Brain to Find Location of Financial Competency Issues

The National Institute on Aging has announced that scientists are now using magnetic resonance imaging of the brain to examine those...

0 views0 comments

Kimberly Hegwood

Sep 9, 20162 min read

What Assets to Leave to Your Family

As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....

1 view0 comments

Get Some Power Behind Your Power of Attorney Form

Kimberly Hegwood

Sep 7, 20162 min read

Get Some Power Behind Your Power of Attorney Form

NJ101.5’s article, “How you can fight banks on power of attorney,” says that a bank’s refusal to accept a valid power of attorney has...

1 view0 comments

Kimberly Hegwood

Sep 6, 20162 min read

Understanding an Estate Plan Versus a Wealth Transfer Plan

Fewer than half of adult Americans have estate planning documents. For those who die without a will or trust, their state laws determine...

1 view0 comments

How to Keep the Vacation Home in the Family

Kimberly Hegwood

Sep 5, 20162 min read

How to Keep the Vacation Home in the Family

If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...

0 views0 comments

Estate Planning Changes for LGBT Couples

Kimberly Hegwood

Sep 2, 20162 min read

Estate Planning Changes for LGBT Couples

The ruling lets same-sex couples file jointly for tax purposes and changes estate planning because now many requirements of opposite-sex...

0 views0 comments

Kimberly Hegwood

Sep 1, 20162 min read

Easy Ways to Help Plan Your Estate

The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the...

1 view0 comments

Tighten Up Those Loose Ends in Your Estate Plan

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...

1 view0 comments

Legislation Introduced to Protect Financial Advisers from Calling in Potential Elder Abuse

Kimberly Hegwood

Aug 24, 20162 min read

Legislation Introduced to Protect Financial Advisers from Calling in Potential Elder Abuse

The House of Representatives passed a bill recently seeking to protect elderly investors. Industry trade groups urged the Senate to...

3 views0 comments

Kimberly Hegwood

Aug 23, 20162 min read

Phoenix Inventors Create Digital Storage for Estate Planning Documents

Investopedia’s recent article asks “Should You Store Estate-Planning Documents Digitally?” The article reports that two Arizona...

2 views0 comments

Moving 529 Money Between Beneficiaries is a Piece of Cake

Kimberly Hegwood

Aug 22, 20162 min read

Moving 529 Money Between Beneficiaries is a Piece of Cake

If you have multiple grandchildren with 529 college-savings accounts, can you move some money from one grandchild’s account into the...

5 views0 comments

IMPORTANT LINKS

CONTACT US TODAY

OUR OFFICES