Making a Fresh Start for 2020? Keep this Stuff
There’s a fine line between holding on to important financial and medical records … and hoarding.
Ethan Huizenga
January 14, 2020
Steps to Take as a Parent’s Condition Worsens
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
Ethan Huizenga
January 9, 2020
Why Women Have More Financial Insecurity Than Men
As a result, women tend to go into retirement with fewer assets, less home equity, lower retirement account balances and a higher debt load than men.
Ethan Huizenga
January 8, 2020
Why A Health Care Power of Attorney Makes Sense
If someone has lost capacity to execute legal documents and has no power of attorney in place or has a power of attorney that is no longer usable (for example, if the named agents are deceased), a guardianship proceeding may be the only recourse.
Ethan Huizenga
January 7, 2020
Be Prepared: Death Happens when We’re Not Looking
We often use the euphemism “getting hit by the bus” to begin the discussion and get our clients thinking about what the reality of that situation would look like, if they were suddenly no longer available.
Ethan Huizenga
January 6, 2020
FAQ: What Happens if I Die without a Will?
You’ve heard the statistic: 55% of Americans don’t have a will and there are lots of reasons why If you’re one of those no-will Americans,
Ethan Huizenga
March 5, 2019
Are You on the Path of Most Resistance?
If you’re like me, there are little lies you tell yourself to make life “easier.” These paths of resistance are the things that stand in
Ethan Huizenga
February 26, 2019
Your Goals. Your Care. Make it YOUR Plan
Every client is unique. You have different goals, different care needs, different family. You shouldn’t have the same long-term care plan as the next guy,
Ethan Huizenga
February 19, 2019
Watch Your Language: Gifting Power
QUOTE Effective long-term care planning can require gifting assets to a spouse or child. In Medicaid cases, assets must be transferred to the community spouse
Ethan Huizenga
February 12, 2019
Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Ethan Huizenga
February 11, 2019