7 Steps to a Successful Estate Plan
Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take some key actions that often are overlooked.
Ethan Huizenga July 29, 2021
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Estate Planning Challenges in Blended Families
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
Ethan Huizenga July 26, 2021
Donating Can Reduce Estate Taxes
Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent article from CNBC entitled “Here’s how to reduce exposure to tax increases with charitable contributions.” Charitable remainder trusts (CRTs) and Donor Advised Funds (DAFs) are options for people who are…
Ethan Huizenga July 7, 2021
What Is a Holistic Estate Plan?
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
Ethan Huizenga May 19, 2021
What Is the Purpose of an Estate Plan?
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
Ethan Huizenga May 18, 2021
How to: talk to your parents about estate planning
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 the financial services company HSBC.
Ethan Huizenga April 22, 2021
What could estate tax bill mean for you?
The For the 99.5% Act reduces the estate tax exemption to $3.5 million per individual and $7 million per couple. The bill adds higher tax brackets for larger estates.
Ethan Huizenga April 21, 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
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
