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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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