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Kimberly Hegwood
Jul 18, 20162 min read
Do You Understand Today’s Estate Planning?
Cincinnati.com’s May 27, 2016 post, “Getting started is the first step in estate planning,” points out that a definition for estate...
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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 14, 20162 min read
Should I Fear Probate?
Probate creates a public record of the will. It’s the process after death whereby a will is presented to the probate court to be...
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Kimberly Hegwood
Jul 12, 20162 min read
Will My Heirs Be Hit with a Double-Whammy: State Estate Taxes Along with Federal?
The estate tax is a tax on property transferred at your death, and recent changes in the tax laws have increased the amount that you are...
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Kimberly Hegwood
Jul 11, 20162 min read
Can You Believe That 10,000 Baby Boomers Turned 65 Today?
While most baby boomers in their 60s are healthy, many Americans will have health issues when they reach their 70s. With sicknesses like...
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Kimberly Hegwood
Jul 8, 20163 min read
Roth IRA or Traditional IRA? That is the Question
When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...
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Kimberly Hegwood
Jul 7, 20162 min read
Retirement Planning 101
If you plan to retire in the next 20 years, you need to start looking at your options and plan to make more informed decisions about your...
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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 4, 20163 min read
Retirement Advice from TV’s Golden Girls
Baby boomers are heading toward retirement, and some are already there, as the oldest members of the generation turn 70 this year. This...
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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 27, 20162 min read
Hedge Your Bets with Long-Term Health Care Planning
Long-term care planning is something most Americans fail to do for themselves or for their loved ones. This can put adult children in a...
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Kimberly Hegwood
Jun 24, 20161 min read
The 411 on Health Savings Account Rollovers
Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...
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Kimberly Hegwood
Jun 23, 20161 min read
How to Prepare for the Unexpected Loss of a Spouse
While some decisions may be put off because they’re too personal, there are decisions that need to be made that are simple and...
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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 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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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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