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
Read More »
5 Traits of a Good Caregiver
Many people transitioning into an elderly life start to require assistance in their everyday lives, especially if they suffer from a chronic or end-of-life medical condition. They need help for tasks, including bathing and eating.
Ethan Huizenga January 22, 2021
What are the Responsibilities of a Trustee?
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
Ethan Huizenga November 23, 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
Does My Estate Plan Need an Audit?
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
Ethan Huizenga October 28, 2020
Caring for a Loved One from a Distance
If you are caregiving from a distance (you live here and your parent or other loved one is in another state, a distant city or as close as an hour away), it can be even more daunting than doing it in your home.
Ethan Huizenga October 27, 2020
Ethan Huizenga October 16, 2020
What Does an Executor Do?
My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.
Ethan Huizenga October 6, 2020
Pre-Retirement Estate Planning Checklist
There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s also crucial to make some important financial planning decisions before the fun begins.
Ethan Huizenga October 2, 2020
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Ethan Huizenga September 28, 2020
