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
How to Maximize Social Security Benefits
Sophisticated analyses take into account the tradeoff of receiving no income during the deferral period and more income later in retirement.
Ethan Huizenga
March 23, 2021
The Importance of Trust Funding
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
Ethan Huizenga
August 21, 2020
How to Prepare Children for their Inheritance
By discussing finances with your children early and often, you can set them—and future generations—up for success, when it’s time to receive the wealth you’ve accrued.
Ethan Huizenga
August 6, 2020
Tapping an Inherited IRA?
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you’re a beneficiary, you have to decide how you’re going to use it—a decision that’s a little more complicated this year than it normally is.
Ethan Huizenga
June 22, 2020
Will Your Estate Plan Work Now?
Under the new law, not only must all of the tax on IRAs and plans benefits be paid much earlier than it was before, but the rate will likely be much higher too, since that income will be bundled into the recipients’ peak earning years.
Ethan Huizenga
March 20, 2020
High Five: Mistakes with DIY Wills
Not surprisingly, online do-it-yourself legal services have a huge customer base, likely because they are cheaper and more convenient than using a local lawyer. Sites like LegalZoom say you can “get a will” that’s the same as what you get from the lawyer down the street. But, unfortunately, DIY or form wills are prone to any number of problems which cause your estate to be divided incorrectly, your probate to be administered inefficiently, or your wishes to be completely ignored. [Read More]
Ethan Huizenga
February 20, 2020
Protecting Adult Children with Disabilities
Adults with disabilities are living much longer than in the past, which means their aging parents must plan for the day when their dependent children outlive them.
Ethan Huizenga
February 14, 2020
The 2020 Social Security Increase Will Be Smaller than 2019’s
The Social Security Administration has announced a 1.6 percent increase in benefits in 2020, nearly half of last year’s change. The small rise has advocates
Ethan Huizenga
October 23, 2019
Devils, Details, and Deadlines: SSI vs. SSDI – What’s the Difference?
Some of the most impactful work we do involves setting up financial protections for disabled individuals. Part of that process includes exploring federal income benefits,
Ethan Huizenga
February 5, 2019
