What are the Biggest Estate Planning Mistakes?
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
Ethan Huizenga
December 21, 2020
How Probate affects Real Estate Transactions
Is it better to transfer the title of the home to us, or to leave it as it is given her age and go through probate?
Ethan Huizenga
December 14, 2020
Joint Accounts and Beneficiary Designations
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
Ethan Huizenga
December 5, 2020
Gifting and Your Estate Plan
Gifting sounds pretty simple, but there are many ways to do it. There are also several tax ramifications to be aware of.
Ethan Huizenga
December 3, 2020
Why Estate Plans Should Protect Digital Assets
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
Ethan Huizenga
December 1, 2020
3 Ways to ‘Stretch’ Out IRA Distributions
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Ethan Huizenga
November 30, 2020
Changes to Social Security in 2021
Here’s a closer look at the seven biggest changes to Social Security in 2021
Ethan Huizenga
November 20, 2020
Use a Roth IRA to Supplement Social Security
Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
Ethan Huizenga
November 19, 2020
Wrong Powers of Attorney Have Consequences
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
Ethan Huizenga
November 14, 2020
What’s the Best Way to Do a Intrafamily Loan?
As parents, we often want to help our adult children who need a financial boost. Many times, this assistance comes in the form of a loan.
Ethan Huizenga
November 12, 2020
