What to Tell the Children about My Estate Plan
Even those with thorough estate plans might have neglected to discuss details with potential heirs.
Ethan Huizenga
January 6, 2021
Estate Planning Roles: Executor, Trustee, agent
Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.
Ethan Huizenga
December 22, 2020
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
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
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
How to Ask Parents about Estate Planning?
Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.
Ethan Huizenga
November 9, 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
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
Does Your Estate Plan Protect Digital Property?
It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.
Ethan Huizenga
October 27, 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