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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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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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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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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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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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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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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