Will Making a Gift Conflict with Medicaid?
Understanding the different treatment of gifts by the IRS, Medicaid and VA systems can ensure that property passes as expected.
Ethan Huizenga September 27, 2022
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When Should I Hire an Estate Planning Attorney?
Here are four types of estate situations that could call for professional legal help.
Ethan Huizenga August 24, 2022
How Does My Inherited IRA Fit into Estate Planning?
Most people don’t know the first thing about the Secure Act and yet it has great impact on their retirement planning.
Ethan Huizenga June 15, 2022
Is Putting a Home in Trust a Good Estate Planning Move?
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
Ethan Huizenga June 9, 2022
Do You Need a Revocable or an Irrevocable Trust?
There are two main kinds of trusts: revocable and irrevocable.
Ethan Huizenga April 12, 2022
What Can a Trust Do for Me and My Family?
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Ethan Huizenga March 29, 2022
What Is Elder Law?
Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.
Ethan Huizenga February 24, 2022
Why Do I Need an Estate Planning Attorney?
These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.
Ethan Huizenga January 28, 2022
Where Do You Score on Estate Planning Checklist?
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Ethan Huizenga November 5, 2021
How Do I Sell a Home in an Irrevocable Trust?
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
Ethan Huizenga October 4, 2021
