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
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
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
Should a Trust be a Beneficiary of My IRA?
It’s generally a bad idea to name a trust as beneficiary of your IRA.
Ethan Huizenga
March 10, 2021
Why Use a Living Trust in Estate Planning?
I understand that most people don’t need a living trust because probate is simple in the state, but can having a living trust save you time or money?
Ethan Huizenga
March 4, 2021
Estate Plan Concerns under Biden
Now that there is a Democratic majority in the Senate and the House of Representatives, estate and gift tax law changes are expected to occur in 2021 or 2022.
Ethan Huizenga
March 2, 2021
When Does a Power of Attorney Fail?
Every estate plan should have a power of attorney, in which you give one or more people authority to act as agents on your behalf when you aren’t able to.
Ethan Huizenga
February 26, 2021
Why Is a Trust Smart for Farmers?
Depending on your family situation and the value of your estate, forming a trust can be an important addition to your farm transition plan.
Ethan Huizenga
February 10, 2021