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
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