The Advantages and Disadvantages of a Trust
What are the advantages of putting assets into a trust?
Ethan Huizenga
April 14, 2021
Do I Make Too Much Money for Medicaid?
You should start by talking to an estate planning attorney who can look at your assets and income and see what impact they will have on Medicaid eligibility.
Ethan Huizenga
April 13, 2021
5 Costly Mistakes with Social Security
On its surface, Social Security seems like a fairly straightforward program. You and your employer pay a tax based on your earnings, while you work. When you retire, you get a lifelong income stream that’s somewhat tied to how much you paid into the system.
Ethan Huizenga
April 8, 2021
Why Would I Need a Living Trust?
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
Ethan Huizenga
April 6, 2021
The Stretch IRA Is Not Completely Gone
In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
Ethan Huizenga
April 4, 2021
5 Tax-Related Retirement Mistakes
One of the best ways to prepare for retirement is to set aside money in a tax-advantaged retirement account. Hopefully, you have done so year after year and built a nice nest egg.
Ethan Huizenga
April 3, 2021
President Biden’s Tax Plan & Your Life Settlement
The Trump administration is now a part of American history. And though many may not agree with everything the former administration brought forth, one thing is certain: Life settlements and life policy owners benefited greatly.
Ethan Huizenga
April 2, 2021
Preparing for an Estate Planning Meeting
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Ethan Huizenga
March 26, 2021
Caregiver Tips for the Pandemic
Managing a loved one’s care in a nursing home or an assisted living facility has always been challenging. And it’s harder now that visitation is extremely limited to protect residents from COVID-19. So how can you check on your loved ones, make sure they’re being cared for properly and let them know you’re there for them?
Ethan Huizenga
March 24, 2021
How to Maximize Social Security Benefits
Sophisticated analyses take into account the tradeoff of receiving no income during the deferral period and more income later in retirement.
Ethan Huizenga
March 23, 2021
