Has COVID Affected Baby Boomers’ Retirement Plans?
The coronavirus pandemic changed nearly every aspect of our lives, including our plans for retirement.
Ethan Huizenga
November 4, 2021
Common Mistakes in Claiming Social Security
Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.
Ethan Huizenga
October 26, 2021
How Can I Conduct a Family Meeting about Family Wealth Planning?
When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.
Ethan Huizenga
October 22, 2021
What Social Security Errors Do Woman Frequently Make?
Women face unique challenges when planning for retirement. Making these mistakes can result in less income.
Ethan Huizenga
October 18, 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
What Should Women Know about Long-Term Care?
Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.
Ethan Huizenga
October 1, 2021