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
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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
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
How to Ask Parents about Estate Planning?
Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.
Ethan Huizenga November 9, 2020
5 Ways to Protect Your Estate Plan
The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.
Ethan Huizenga November 3, 2020
Powers of Attorney and Asset Protection
Many people focus on only protecting their estate from probate. However, in the big picture, probate is the least of their worries.
Ethan Huizenga October 29, 2020
Does Your Estate Plan Protect Digital Property?
It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.
Ethan Huizenga October 27, 2020
Reviewing Your Estate Plan Protects Goals
Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.
Ethan Huizenga October 26, 2020
How to: Protect the Estate from Unintended Heirs
What happens when a decedent’s will or trust does not provide for a decedent’s child?
Ethan Huizenga October 8, 2020
