The Benefits of a Revocable Living Trust
The Benefits of a Revocable Living Trust: A Comprehensive Guide Curious about how to protect your assets while still being able to manage...
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Kimberly Hegwood
Oct 8, 20214 min read
Your Quick Guide to Trusts and the Benefits of Having One
Many people assume having a last will and testament is the centerpiece of any satisfactory estate plan. While they certainly have their...
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Kimberly Hegwood
Nov 12, 20202 min read
Don’t Forget to Fund Your Revocable Living Trust
Revocable trusts are a very popular and useful estate planning tool, but the trust will be ineffective or non-existent if you do not...
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Kimberly Hegwood
Nov 4, 20163 min read
Trusts from A to Z
Many folks assume that trust funds are only for the rich, however, people in all types of economic circumstances may see a benefit from...
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Kimberly Hegwood
Oct 25, 20162 min read
Bonehead Mistakes Retirees Need to Avoid
With the excitement of retirement, money can be the last thing you would have on your mind. However, if you have a careless approach to...
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Kimberly Hegwood
Sep 29, 20162 min read
Don’t Be Shy: Talk to Parents About the Future
The challenge of helping aging parents is a most common issue. For example, a man’s father, who recently was diagnosed with dementia,...
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Kimberly Hegwood
Sep 20, 20163 min read
An IRA Trust Might Be Preferred Over Naming Individuals or a Revocable Living Trusts
If you maxed out your work 401(k) by taking advantage of matching funds and rolled this to an IRA when you retired, you might not need...
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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 29, 20162 min read
A Close Look at the Costs for End-of-Life Care
A recent study showed that people in the U.S. fear developing Alzheimer’s disease more than any other major life-threatening...
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Kimberly Hegwood
Aug 26, 20162 min read
The Importance of Beneficiary Designations
THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...
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Kimberly Hegwood
Aug 25, 20162 min read
Look out: Medicare Changes on the Way!
The long-term outlook for Social Security old-age and disability benefits is still good, with promised benefits payable until 2034....
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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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Kimberly Hegwood
Aug 18, 20162 min read
Personal Finance Myths Debunked!
You want to prosper by following tried-and-true principles of effective wealth creation and asset management—not myths passed down from...
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Kimberly Hegwood
Aug 17, 20162 min read
Don’t “Just Wing It” When it Comes to Retirement Planning
After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...
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Kimberly Hegwood
Aug 16, 20163 min read
Ready…Set…Start your Estate Planning!
Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...
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Kimberly Hegwood
Aug 15, 20163 min read
Attention Gen Xer’s: Mid-Life Planning is Calling
Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...
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Kimberly Hegwood
Aug 12, 20162 min read
Get the Whole Family Involved with Estate Planning!
Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...
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Kimberly Hegwood
Aug 4, 20162 min read
The Greatest May Face One More Fight: An Estate Battle
There are growing reports of trouble on the horizon for Muhammad Ali’s estate and his legacy, according to Forbes’ recent article...
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Kimberly Hegwood
Aug 1, 20163 min read
Planning Ahead for Medicaid
The good news is that you’re going to live a long life. The bad news is that you may face the difficult transition of requiring nursing...
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Kimberly Hegwood
Jul 29, 20161 min read
Pop Songstress’ Estate Arguing over $11 Million Dollar Tax Bill
Some of the money that’s owed is from Whitney’s song and performance royalties. There’s also a $9 million dispute over the value of her...
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