Don’t Miss Out on Estate Planning Opportunities
People often overlook critical steps when they are doing their estate planning.
Ethan Huizenga December 5, 2022
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Some Assets Better Left Outside of Will
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Ethan Huizenga December 2, 2022
What Do Your Kids Want to Inherit?
While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.
Ethan Huizenga December 1, 2022
What are Mistakes to Avoid with Beneficiary Designations?
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Ethan Huizenga September 5, 2022
What If Your Spouse Refuses Estate Planning?
I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
Ethan Huizenga September 1, 2022
Is a Trust a Good Idea?
What will happen to your assets when you can no longer manage them?
Ethan Huizenga August 2, 2022
Does ‘Gray Divorce’ Fit into Estate Planning?
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
Ethan Huizenga June 8, 2022
What Can I Do Instead of a Stretch IRA?
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Ethan Huizenga April 13, 2022
Any Ideas How to Pay for Long-Term Care?
The costs of long-term care for older adults can be significant. Federal Medicare health insurance benefits do not cover most of these costs. Most people who incur costs for long-term care cover them with a combination of personal savings, long-term care insurance and Medicaid, among other sources.
Ethan Huizenga January 25, 2022
Is It Ever Too Late for a Family Meeting to Discuss Money?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
Ethan Huizenga January 13, 2022
