What are Trustee Fees?
When creating an estate plan, it may be necessary to name a trustee to handle your assets.
Ethan Huizenga
October 13, 2020
Distributing Unequal Amounts in an Estate Plan
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
Ethan Huizenga
October 12, 2020
What Do I Look for in a Trustee?
If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.
Ethan Huizenga
October 9, 2020
How to: Protect the Estate from Unintended Heirs
What happens when a decedent’s will or trust does not provide for a decedent’s child?
Ethan Huizenga
October 8, 2020
6 Pre-Election Estate Planning Strategies
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
Ethan Huizenga
October 5, 2020
Pre-Retirement Estate Planning Checklist
There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s also crucial to make some important financial planning decisions before the fun begins.
Ethan Huizenga
October 2, 2020
Estate Planning for Asset Distribution
The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
Ethan Huizenga
September 29, 2020
Asset Protection and the No-Good Son-in-Law
My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
Ethan Huizenga
September 24, 2020
Trusts: The Swiss Army Knife of Estate Planning
We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.
Ethan Huizenga
September 21, 2020
Why Not Claim Social Security at 62?
Retirees have a choice about when to claim their Social Security retirement benefits, but for most people, 62 is the earliest age at which you can start them.
Ethan Huizenga
September 17, 2020