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
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Why Trusts Make Sense
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
Ethan Huizenga January 14, 2021
Estate Planning and the Troubled Child
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
Ethan Huizenga January 8, 2021
What are the Biggest Estate Planning Mistakes?
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
Ethan Huizenga December 21, 2020
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
5 Ways to Protect Your Estate Plan
The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.
Ethan Huizenga November 3, 2020
Reviewing Your Estate Plan Protects Goals
Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
Ethan Huizenga October 26, 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
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Ethan Huizenga September 28, 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
