What Is the Purpose of an Estate Plan?
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
Ethan Huizenga
May 18, 2021
Will My Power of Attorney Be Good Enough?
Not every power of attorney will be sufficient to manage your affairs, if you become incapacitated.
Ethan Huizenga
May 16, 2021
How Does an Inherited IRA or 401(k) Work?
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
Ethan Huizenga
May 14, 2021
A Social Security Mistake Many Couples Make
Claiming Social Security prior to full retirement age (which falls between 66 and 67, depending on your year of birth) means slashing your monthly benefits for life. However, in some cases, it does pay to file early.
Ethan Huizenga
May 13, 2021
How to: Prepare Children for an Inheritance
How can you prepare your children to handle the assets they’ll eventually inherit?
Ethan Huizenga
May 13, 2021
4 Retirement Questions You Should Ask at 60
Retirement is an exciting milestone. Planning becomes even more crucial, once you get within a few years of saying goodbye to your career. As we turn 60 and inch closer to retirement, there are important questions to answer.
Ethan Huizenga
May 13, 2021
How to: Protect Your Child’s Public Benefits
If you have a child or other family member who has special needs due to physical or mental conditions, you face a variety of challenges planning for their care, including financial ones.
Ethan Huizenga
May 12, 2021
How to: talk to your parents about estate planning
Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.
Ethan Huizenga
April 22, 2021
What could estate tax bill mean for you?
The For the 99.5% Act reduces the estate tax exemption to $3.5 million per individual and $7 million per couple. The bill adds higher tax brackets for larger estates.
Ethan Huizenga
April 21, 2021
Does New COVID Relief Bill Impact Seniors?
Besides the third round of stimulus payments, multiple expanded tax credits for parents are perhaps the most widely known provisions of the COVID-19 relief bill that President Joe Biden signed into law on March 11. But the expansive legislation, formally known as the American Rescue Plan Act of 2021, contains provisions that affect Americans of all ages, even retirees.
Ethan Huizenga
April 15, 2021
