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Orange City Estate Planning Blog

The Family Trust: What You Must Know

A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you’re curious about where this type of trust might fit into your family’s estate plan, here’s what you need to know.

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Ethan Huizenga June 11, 2020
Do your kids know where to find your money?

I’m Named Power of Attorney: What’s Next?

Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.

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Ethan Huizenga June 10, 2020

How Do Farmers Start an Estate Plan?

Planning for the end of your life can be intimidating. When you are a farmer, your business is not only your livelihood and your passion, but, often, it is also intermingled with your family life. For that reason, estate planning — arranging for the management of your assets once you die — is especially important for aging farmers.

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Ethan Huizenga June 4, 2020
power of attorney

Five Common Estate Planning Mistakes

When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don’t want to make.

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Ethan Huizenga May 12, 2020
estate planning strategies

Do I Need to Be Wealthy to Set Up a Trust?

If you’ve heard of trust funds but don’t know what they are or how they work, you’re not alone. Many people know just one key fact about trust funds: they’re set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.

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Ethan Huizenga April 30, 2020
power of attorney

All Set with Your Estate Plan?

You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?

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Ethan Huizenga April 16, 2020

Do I Need a Revocable Living Trust?

Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).

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Ethan Huizenga April 15, 2020
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