What could estate tax bill mean for you?
The For the 99.5% Act reduces the estate tax exemption to $3.5 million per individual and $7 million per couple. The bill adds higher tax brackets for larger estates.
Ethan Huizenga April 21, 2021
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Healthcare Costs in Retirement
There is a simple and unsettling reality in the United States. Many Americans don’t feel financially prepared for health care costs in retirement.
Ethan Huizenga March 18, 2021
What is Medicaid Estate Recovery?
If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program works.
Ethan Huizenga March 16, 2021
15 States with Most Affordable Long-Term Care
There are currently 73 million baby boomers in the U.S., and by the end of the coming decade, all of them will have turned 65, according to the U.S. Census Bureau.
Ethan Huizenga January 28, 2021
Medicare Expense Increase in the Next Year
Health care already accounts for about 10% of spending, on average, by households headed by seniors. 2021 brings more bad news for the pocketbooks of seniors on Original Medicare.
Ethan Huizenga December 23, 2020
How Probate affects Real Estate Transactions
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
Ethan Huizenga December 14, 2020
The Biggest Mistake in Trusts: Funding
Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.
Ethan Huizenga November 24, 2020
What’s the Best Way to Do a Intrafamily Loan?
As parents, we often want to help our adult children who need a financial boost. Many times, this assistance comes in the form of a loan.
Ethan Huizenga November 12, 2020
Different Trusts for Different Purposes
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
Ethan Huizenga September 7, 2020
Long-Term Care Protection
Did you know that 70% of adults over the age of 65 are predicted to need some type of long-term care for an average length of three years? While thinking about your future, you’ve likely already planned financially, but have you considered your long-term care options?
Ethan Huizenga May 6, 2020
