How Do I Talk about End-Of-Life Plans?
No one likes to think about the end of their life, but it’s an important topic that many people put off until it’s too late.
Ethan Huizenga June 26, 2020
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Can You Place a Life Insurance Policy in a Trust?
A trust is often only as good the trustee in charge of it. Read on, as we examine the important role of the trustee and discover how to make sure yours is acting correctly, especially with complex instruments like insurance.
Ethan Huizenga June 16, 2020
3 Estate Planning Strategies to Consider Now
External events that cause reflection are good reminders to update estate planning documents.
Ethan Huizenga June 8, 2020
3 Things To Do Before You Retire
One of the biggest threats to your financial security isn’t the markets, interest rates or even your job security. It is a lack of preparation, particularly for unexpected events, that usually leaves investors reeling when markets swoon. If you haven’t protected yourself from the potential downsides in life, after all, then it’s difficult to maneuver when the unforeseen strikes.
Ethan Huizenga May 30, 2020
Long-Term Care Protection
Did you know that 70% of adults over the age of 65 are predicted to need some type of long-term care for an average length of three years? While thinking about your future, you’ve likely already planned financially, but have you considered your long-term care options?
Ethan Huizenga May 6, 2020
Complete Your Estate Plan During Quarantine
If you are quarantined or under a lockdown and can’t get to a notary, how can you get your will, trust and other documents executed? Don’t give up. There are ways to get it done without leaving home.
Ethan Huizenga April 20, 2020
Why Is Estate Planning So Important?
Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
Ethan Huizenga April 1, 2020
Name Your Medical Power of Attorney
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
Ethan Huizenga March 27, 2020
Do You Need a Revocable Trust?
Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.
Ethan Huizenga March 24, 2020
COVID-19 UPDATE: Paying for Covid-19 Testing and Treatment if You Have a High Deductible Insurance Plan
If you have a high deductible health plan (HDHP), you may still be able to get coverage for Covid-19 testing and treatment without paying a deductible.
Ethan Huizenga March 24, 2020
