The Most Common Estate Planning Mistakes
Some problems can be avoided by proper planning, others by good practices during the estate administration process.
Ethan Huizenga
June 24, 2022
Is Bitcoin Part of an Estate?
Have you thought about what will happen to your bitcoin when you die? For many of us, the thought has at least crossed our mind.
Ethan Huizenga
May 30, 2022
Is Succession Planning Necessary for Family Business Entities?
While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
Ethan Huizenga
May 9, 2022
Does an Elder Orphan Need an Estate Plan?
This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
Ethan Huizenga
May 9, 2022
What are the New IRA Distribution Rules?
The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).
Ethan Huizenga
May 4, 2022
Can a Vacation Home Be Kept in the Family for Generations?
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
Ethan Huizenga
May 3, 2022
Is It Important for Physicians to Have an Estate Plan?
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Ethan Huizenga
April 14, 2022
What Can I Do Instead of a Stretch IRA?
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Ethan Huizenga
April 13, 2022
Is a Medicaid Annuity a Good Idea?
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
Ethan Huizenga
March 31, 2022
Who Is the Best Choice for Power of Attorney?
These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
Ethan Huizenga
March 28, 2022
