2020 Estate Planning Advice
Failing to ensure that your asset titling and beneficiary designations are coordinated with your estate plan, can lead to unintended costs, taxes and outcomes.
Ethan Huizenga
March 25, 2020
Do You Need a Revocable Trust?
Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.
Ethan Huizenga
March 24, 2020
COVID-19 UPDATE: Paying for Covid-19 Testing and Treatment if You Have a High Deductible Insurance Plan
If you have a high deductible health plan (HDHP), you may still be able to get coverage for Covid-19 testing and treatment without paying a deductible.
Ethan Huizenga
March 24, 2020
When Is It Time For Dad To Stop Driving?
Older drivers these days are keeping their licenses longer and logging more miles on their cars than in the past, according to the Insurance Institute for Highway Safety. Nevertheless, fatal crash rates do tend to increase considerably after age 70 and reach their peak among drivers 85 and older.
Ethan Huizenga
March 23, 2020
COVID-19 UPDATE: Employers Help Employees
On March 13 President Trump declared a national emergency due to extraordinary circumstances resulting from Coronavirus. This Declaration opens up new methods for employers to provide tax-favored financial assistance to employees affected by the virus.
Ethan Huizenga
March 23, 2020
Financial Elder Abuse Is Growing
A suspicious email, a strange phone call from an unknown number, an overzealous financial adviser, a close family member: what’s the connection between all these people and things? It’s financial elder abuse.
Ethan Huizenga
March 21, 2020
COVID-19 UPDATE: Loved Ones in Nursing Homes
As the coronavirus spreads across the United States, nursing home residents are among the most vulnerable to the disease. How can you try to ensure
Ethan Huizenga
March 21, 2020
COVID-19 UPDATE: Tax Deadline Extended
Treasury Secretary Steven Mnuchin announced Friday that the administration has moved the IRS deadline for filing taxes from April 15 to July 15 due to the disruption caused by the coronavirus.
Ethan Huizenga
March 21, 2020
COVID-19 UPDATE: Bookmark these Pages
Bookmark this page for fast and easy access to Coronavirus updates.
Ethan Huizenga
March 20, 2020
Will Your Estate Plan Work Now?
Under the new law, not only must all of the tax on IRAs and plans benefits be paid much earlier than it was before, but the rate will likely be much higher too, since that income will be bundled into the recipients’ peak earning years.
Ethan Huizenga
March 20, 2020