Is Your Incapacity Plan in Place?
You may lose the ability to manage your own affairs as you grow older. Therefore, it’s necessary to have an incapacity plan in place.
Ethan Huizenga
May 16, 2022
Is Succession Planning Necessary for Family Business Entities?
While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
Ethan Huizenga
May 9, 2022
Does an Elder Orphan Need an Estate Plan?
This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
Ethan Huizenga
May 9, 2022
Can I Avoid Financial Exploitation?
Financial exploitation comes in many forms, and older adults are often the victims.
Ethan Huizenga
May 6, 2022
What are the New IRA Distribution Rules?
The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).
Ethan Huizenga
May 4, 2022
Can a Vacation Home Be Kept in the Family for Generations?
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
Ethan Huizenga
May 3, 2022
What are the Biggest Retirement Costs Often Overlooked?
Does your retirement budget account for all of these costs?
Ethan Huizenga
April 29, 2022
How to Handle Digital Assets in a Will
The rapid rise in circulation and growing popularity of cryptocurrencies is prompting attorneys and estate planners to adjust, as digital assets are inherited through wills, trusts and estates, according to experts who warn of the danger of lost or misappropriated assets.
Ethan Huizenga
April 27, 2022
Cryptocurrency and Estate Planning: What Executors Need to Know
My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
Ethan Huizenga
April 26, 2022
Should I have a Discretionary Trust in My Estate Plan?
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
Ethan Huizenga
April 21, 2022
