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

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

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

What is Medicaid Estate Recovery?

If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program works.

Ethan Huizenga March 16, 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

Your Estate Planning Checklist for 2021

Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.

Ethan Huizenga January 28, 2021