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
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
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
