What are Mistakes to Avoid with Beneficiary Designations?
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Ethan Huizenga
September 5, 2022
What If Your Spouse Refuses Estate Planning?
I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
Ethan Huizenga
September 1, 2022
Is a Trust a Good Idea?
What will happen to your assets when you can no longer manage them?
Ethan Huizenga
August 2, 2022
Does ‘Gray Divorce’ Fit into Estate Planning?
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
Ethan Huizenga
June 8, 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
Any Ideas How to Pay for Long-Term Care?
The costs of long-term care for older adults can be significant. Federal Medicare health insurance benefits do not cover most of these costs. Most people who incur costs for long-term care cover them with a combination of personal savings, long-term care insurance and Medicaid, among other sources.
Ethan Huizenga
January 25, 2022
Is It Ever Too Late for a Family Meeting to Discuss Money?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
Ethan Huizenga
January 13, 2022
Can I Protect Savings for My Family From Tax Law Changes?
Under the new Biden administration, the president has made his intentions clear about the potential to change the tax code.
Ethan Huizenga
December 15, 2021
Should I Ask Mom and Pop about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
Ethan Huizenga
November 10, 2021
