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 9, 20162 min read
Do I Need a Will?
Yes, you should have an up-to-date will, a durable power of attorney for health care (also called a health care proxy), and an advance...
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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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Kimberly Hegwood
May 26, 20162 min read
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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