The Advantages and Disadvantages of a Trust
What are the advantages of putting assets into a trust?
Ethan Huizenga
April 14, 2021
Do I Make Too Much Money for Medicaid?
You should start by talking to an estate planning attorney who can look at your assets and income and see what impact they will have on Medicaid eligibility.
Ethan Huizenga
April 13, 2021
5 Costly Mistakes with Social Security
On its surface, Social Security seems like a fairly straightforward program. You and your employer pay a tax based on your earnings, while you work. When you retire, you get a lifelong income stream that’s somewhat tied to how much you paid into the system.
Ethan Huizenga
April 8, 2021
Why Would I Need a Living Trust?
Have you made any plans to distribute your assets and take care of your family, when you die or become incapacitated?
Ethan Huizenga
April 6, 2021
The Stretch IRA Is Not Completely Gone
In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.
Ethan Huizenga
April 4, 2021
5 Tax-Related Retirement Mistakes
One of the best ways to prepare for retirement is to set aside money in a tax-advantaged retirement account. Hopefully, you have done so year after year and built a nice nest egg.
Ethan Huizenga
April 3, 2021
Preparing for an Estate Planning Meeting
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Ethan Huizenga
March 26, 2021
How to Maximize Social Security Benefits
Sophisticated analyses take into account the tradeoff of receiving no income during the deferral period and more income later in retirement.
Ethan Huizenga
March 23, 2021
11 Scary Retirement Statistics
There’s plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.
Ethan Huizenga
March 11, 2021
Should a Trust be a Beneficiary of My IRA?
It’s generally a bad idea to name a trust as beneficiary of your IRA.
Ethan Huizenga
March 10, 2021
