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
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
Should You Put Your House in Your Child’s Name?
In a nutshell, it might be better for your mom to put the home in a living trust that allows her to control the home while she is alive and allows you to inherit the home through the trust upon her death.
Ethan Huizenga
December 6, 2021
