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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 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 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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Kimberly Hegwood
May 12, 20162 min read
Dying Without a Will and What Happens to Your Stuff
Every state has intestacy laws that govern whom among a deceased’s relatives will receive the property and assets when there’s no will or...
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Kimberly Hegwood
May 11, 20162 min read
Baby Boomer Estate Planning Lessons for Wills, Funerals and Health Care Expenses
Wills. The long-term consequences of not having a will are huge. Your assets will go to probate, which can leave your family with huge...
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Kimberly Hegwood
May 9, 20161 min read
Ten Mistakes Not to Make with an Inherited IRA
One-third of U.S. households own at least one type of IRA, so chances are that you might inherit one in the future. If that happens,...
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Kimberly Hegwood
May 6, 20162 min read
Golden Keys to a Successful Retirement
#1: Set your goals: Write down your goals and objectives. This will make them real, and you’ll have a better chance of achieving them....
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Kimberly Hegwood
May 4, 20162 min read
Daughters of Two Late Celebrities Push for Elder Law Legislation
When Catherine Falk asked to see her ailing father, her stepmother slammed the door in her face, and when Kerri Kasem wanted to take her...
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Kimberly Hegwood
May 3, 20162 min read
Not Rich Enough to Have an Estate Plan? No Way!
If you don’t plan your estate, a judge will distribute your assets by applying the state’s intestate succession laws, which may not be...
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Kimberly Hegwood
May 2, 20162 min read
How to Afford Your Retirement
Take a look at Kiplinger’s “12 Ways to Go Broke in Retirement” and learn how to avoid them. Relying on a single source of income....
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Kimberly Hegwood
Apr 28, 20162 min read
Planning your Financial Future after a Second “I Do”
But wlbz2.com’s article, “Getting remarried? Get a financial plan first,” says that many folks do little planning, and that ends up...
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