Understanding an Estate Plan Versus a Wealth Transfer Plan
Fewer than half of adult Americans have estate planning documents. For those who die without a will or trust, their state laws determine...
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Kimberly Hegwood
Sep 5, 20162 min read
How to Keep the Vacation Home in the Family
If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...
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Kimberly Hegwood
Sep 1, 20162 min read
Easy Ways to Help Plan Your Estate
The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the...
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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 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 2, 20162 min read
How Will the Greatest’s Estate Planning Match Up in Probate?
All of the details of Ali’s will have not been uncovered after his recent death. Nonetheless, Investment News says in “How will Muhammad...
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Kimberly Hegwood
Jul 15, 20162 min read
Estate Issues Look to be Settled for Media Mogul Redstone
Sumner Redstone, the elderly media mogul, offered his daughter Shari $1 billion for her 20% stake in his empire. This was in part to make...
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Kimberly Hegwood
Jul 6, 20162 min read
How to Divide Your Assets among Your Children
A recent post on cincinnati.com, “Tough task: Dividing assets after a death,” asks this question: when it comes to passing assets to the...
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Kimberly Hegwood
Jul 5, 20162 min read
Victory for Media Mogul Sumner Redstone
A Los Angeles judge has dismissed a lawsuit that challenged Media Mogul Sumner Redstone’s mental competence. The Los Angeles Times’ May...
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Kimberly Hegwood
Jul 1, 20162 min read
Snoop Dogg Too Smart to Have a Will?
According to a recent survey, 64% of Americans don’t have a will. Most of them don’t have one because they just haven’t gotten around to...
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Kimberly Hegwood
Jun 30, 20162 min read
Preparing for the Unexpected
Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...
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Kimberly Hegwood
Jun 29, 20162 min read
Estate Planning Mistake No. 122: Neglecting Beneficiary Designations
Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...
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Kimberly Hegwood
Jun 28, 20162 min read
Make Sure the Kids Don’t Blow Their Inheritance
A couple with four children may want to split their estate four ways when they pass away. However, what do they do if two of their...
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Kimberly Hegwood
Jun 22, 20161 min read
How Do You and Your Spouse Hold Title to Your Property?
Jointly held property can be held either as joint tenants or as tenants in common. Joint tenancy has what is called the right of...
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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 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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