Can Unequal Inheritances Be Fair?
The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.
Ethan Huizenga
October 6, 2022
Is Now a Good Time for a Roth Conversion?
A Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).
Ethan Huizenga
September 16, 2022
Medicaid Crisis Plans for Long Term Care Costs
In general, estate planning is a practice that requires forward thinking. However, sometimes estate planning must occur in the midst of a crisis.
Ethan Huizenga
September 13, 2022
Why You Need a Digital Asset Estate Plan
…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?
Ethan Huizenga
September 2, 2022
The Future of Your IRA and How the SECURE Act Changed the Rules
The Setting Every Community Up for Retirement Enhancement (Secure) Act upended inherited IRAs for most non-spousal beneficiaries. The 10-year rule for withdrawing from inherited IRAs eliminated the ability to stretch inherited IRAs for these beneficiaries.
Ethan Huizenga
August 15, 2022
Do You Want to Be an Executor?
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
Ethan Huizenga
August 12, 2022
Estate Planning Tips for Solo Seniors
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Ethan Huizenga
August 9, 2022
How Do Estate Plans and Trusts Work?
In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.
Ethan Huizenga
July 25, 2022
The Most Common Estate Planning Mistakes
Some problems can be avoided by proper planning, others by good practices during the estate administration process.
Ethan Huizenga
June 24, 2022
Is Bitcoin Part of an Estate?
Have you thought about what will happen to your bitcoin when you die? For many of us, the thought has at least crossed our mind.
Ethan Huizenga
May 30, 2022
