How Important Is a Power of Attorney?
With a Power of Attorney, you designate which individuals are in control of your assets and who can take care of your affairs, if you are unable to do so.
Ethan Huizenga
September 29, 2021
What are the Basics of a Successful Estate Plan?
An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary hassle and expense–as well as potentially months, even years, tied up in the court system settling your estate.
Ethan Huizenga
August 27, 2021
Beneficiary designation vs Will
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
Ethan Huizenga
August 17, 2021
Late life relationships for Seniors
Fearing that a romantic attachment in later life will lead to full-time caregiving, many couples are choosing commitment without sharing a home.
Ethan Huizenga
August 16, 2021
Does Estate Planning Vary by State?
Whether you’ve recently moved to Florida or are a ‘snowbird’ with Florida residency, there are important reasons to consider updating your estate plan.
Ethan Huizenga
August 12, 2021
Next Year’s Veterans Benefits
House appropriators backed White House plans for another big funding boost for the Department of Veterans Affairs next year in their first public budget draft released on Thursday.
Ethan Huizenga
August 10, 2021
Avoid This if You’re in a Blended Family
A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should consider carefully what will happen with your money and possessions when you pass on.
Ethan Huizenga
August 4, 2021
7 Steps to a Successful Estate Plan
Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take some key actions that often are overlooked.
Ethan Huizenga
July 29, 2021
Estate Planning Challenges in Blended Families
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
Ethan Huizenga
July 26, 2021
Traditional IRA vs Roth IRA
Traditional IRAs have been available to retirement savers who have earned income since 1974. That’s 23 years longer than Roth IRAs (introduced in 1997) have been on the scene. The big difference between these two types of individual retirement savings vehicles is when you pay federal (and possibly state) income tax on your savings.
Ethan Huizenga
July 22, 2021