#Wills 3/4

Jun 21, 20162 min read

Estate Planning Tips for Unmarried Couples

The percentage of unmarried couples living together has increased from a bit more than 1% of all couples in 1960 to about 12% today....

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Tips on Creating a “Life After Me” Document

Kimberly Hegwood

Jun 20, 20162 min read

Tips on Creating a “Life After Me” Document

Once they have their estate planning in place, many baby boomers are creating a “Life After Me” document that lets them say goodbye to...

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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 13, 20164 min read

15 Ways to Mess up your Retirement

A recent article on gobankingrates.com, “15 Mistakes Even Smart People Make in Retirement,” spells out common mistakes people make in...

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Careful Planning for Blended Families is a Must

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

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 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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Baby Boomer Estate Planning Lessons for Wills, Funerals and Health Care Expenses

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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Top Financial Considerations for Expectant Parents

Kimberly Hegwood

May 10, 20162 min read

Top Financial Considerations for Expectant Parents

Estate planning. Everyone needs some basic estate planning, especially those starting families. Before your first child is born, draft a...

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New York Tries to Simplify Power of Attorney Form

Kimberly Hegwood

Apr 20, 20161 min read

New York Tries to Simplify Power of Attorney Form

That group has proposed legislative changes to the current law in order to simplify the forms and add penalties for financial...

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Wisconsin Legislature Tackles Digital Assets

Kimberly Hegwood

Apr 19, 20162 min read

Wisconsin Legislature Tackles Digital Assets

“I don’t know what will happen to the things I have in the Cloud or Facebook when I die,” said Paul Savides from Eau Claire. He believes...

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Estate Planning Needs to Happen After a Divorce

Kimberly Hegwood

Apr 18, 20162 min read

Estate Planning Needs to Happen After a Divorce

What should you change? Forbes says, in two words, almost everything. In “5 Things You Need To Do After Getting A Divorce,” Forbes says...

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Kimberly Hegwood

Apr 7, 20162 min read

First Time Parents Need to Celebrate by Naming a Guardian

What a thrill to celebrate the birth of a new baby, and if it’s the first baby, there are many “first time” experiences to be enjoyed. In...

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Help Your Kids to Understand Your Estate Planning Strategy

Kimberly Hegwood

Apr 4, 20162 min read

Help Your Kids to Understand Your Estate Planning Strategy

If you have investment property, remember that it’s not easy to divide a building. Your heirs might not agree about how the property...

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Kimberly Hegwood

Apr 1, 20162 min read

Avoid Probate with These Tactics

NASDAQ.com’s recent article, “5 Smart Estate-Planning Steps to Avoid Probate,” explains that when you pass away, your possessions and...

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How’d that Valentine Gift Work for Ya This Year?

Kimberly Hegwood

Mar 31, 20161 min read

How’d that Valentine Gift Work for Ya This Year?

The article “Plan ahead to reduce stress on loved ones” provides a list of things to consider that would prove important when they will...

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New Will Shows Media Tycoon’s Ex to Lose Out on Millions

Kimberly Hegwood

Mar 29, 20161 min read

New Will Shows Media Tycoon’s Ex to Lose Out on Millions

The article, “Sumner Redstone’s ex-girlfriend stands to lose $70M after new will,” says that a new court document explained that Herzer...

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Don’t be Overly Ambitious in the New Year!

Kimberly Hegwood

Mar 25, 20161 min read

Don’t be Overly Ambitious in the New Year!

Here are three simple steps you can take to reduce your stress and improve your financial well-being for the rest of 2016: Talk to your...

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Retirement Tips and Answers to Tough Questions

Kimberly Hegwood

Mar 23, 20162 min read

Retirement Tips and Answers to Tough Questions

Let’s first look at the “five year” rule for withdrawing funds tax-free from a Roth IRA. We need to distinguish between contributions to...

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