Don’t Miss Out on Estate Planning Opportunities
People often overlook critical steps when they are doing their estate planning.
Ethan Huizenga December 5, 2022
Read More »
Is a Medicaid Annuity a Good Idea?
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
Ethan Huizenga March 31, 2022
How Does an Inherited IRA or 401(k) Work?
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
Ethan Huizenga May 14, 2021
Do I Make Too Much Money for Medicaid?
You should start by talking to an estate planning attorney who can look at your assets and income and see what impact they will have on Medicaid eligibility.
Ethan Huizenga April 13, 2021
Joint Accounts and Beneficiary Designations
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
Ethan Huizenga December 5, 2020
Gifting and Your Estate Plan
Gifting sounds pretty simple, but there are many ways to do it. There are also several tax ramifications to be aware of.
Ethan Huizenga December 3, 2020
Why Estate Plans Should Protect Digital Assets
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
Ethan Huizenga December 1, 2020
Does My Estate Plan Need an Audit?
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
Ethan Huizenga October 28, 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
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
