Assets 8/9

Saving Money with Online Wills and Trusts can Result in More Expenses in Probate

Mar 8, 20162 min read

Saving Money with Online Wills and Trusts can Result in More Expenses in Probate

The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...

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Kimberly Hegwood

Mar 7, 20162 min read

Be Brave and Talk about Estate Planning

Thinking about your estate plan can be grim. None of us likes to contemplate how things will be after we pass away. However, the Des...

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Singles are People Too and Need to Save for Retirement

Kimberly Hegwood

Mar 3, 20163 min read

Singles are People Too and Need to Save for Retirement

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

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“Super Bad” Battle Still Raging over James Brown’s Estate

Kimberly Hegwood

Mar 2, 20161 min read

“Super Bad” Battle Still Raging over James Brown’s Estate

While the settlement fully resolves the Will contest claims of James’ children, the fight is far from over. Brown’s wife, Tomi Rae Hynie,...

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News of Millionaire Maiden’s Estate Shows Need for Estate Planning

Kimberly Hegwood

Feb 29, 20162 min read

News of Millionaire Maiden’s Estate Shows Need for Estate Planning

The County Treasurer Kurt Prenzler said he was ordered by the probate court to pay the heirs in Mary Petroff’s $1.36 million estate. Four...

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Kimberly Hegwood

Feb 22, 20162 min read

Which Trust is Right for Me?

The Motley Fool cautions that the taxation of these trusts can become extremely complicated, and the structure of a family trust is...

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Kimberly Hegwood

Feb 18, 20163 min read

Just in Case: Designate a Guardian for Your Children Today

“What’s the Best Way to Choose a Guardian for Your Kids?” The question, discussed in a recent Huffington Post article, is simple....

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What Do I Do with My Powerball Millions and How Do I Keep it Quiet?

Kimberly Hegwood

Feb 16, 20162 min read

What Do I Do with My Powerball Millions and How Do I Keep it Quiet?

If you want to remain anonymous but didn’t purchase the winning ticket in one of those states, you have to leverage strategies and legal...

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Kimberly Hegwood

Feb 12, 20164 min read

Circle that Day on the Calendar!

Print this and post it in a good spot, or add these dates to your online calendar with reminders. January 1 (or thereabouts): This is a...

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Kimberly Hegwood

Feb 11, 20163 min read

Planning for All Generations Starts Now

The beginning of the year is a great time to set financial goals, take stock and make adjustments. Financial planning issues, however,...

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Kimberly Hegwood

Feb 10, 20162 min read

Make your 2016 Financial Picture Bright

1. Set goals. Set out your short-term and long-term goals with your family, spouse, or significant other. If you’re single, make a list...

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Kimberly Hegwood

Feb 8, 20162 min read

What to Donate and Who Should Do It

A recent post on New Jersey 101.5’s website, “Red flags to avoid when donating to charity,” cautions that when you’re looking for a...

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Be Cool! Get Tough and Tackle Estate Planning!

Kimberly Hegwood

Feb 5, 20163 min read

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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Not Just for Hollywood Stars: Protecting the Farm with a Pre-Nuptial

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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Former NY Governor Moving Fast as Executor of Father’s Estate

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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