What are the Biggest Estate Planning Mistakes?
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
Ethan Huizenga
December 21, 2020
Why Estate Plans Should Protect Digital Assets
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
Ethan Huizenga
December 1, 2020
3 Ways to ‘Stretch’ Out IRA Distributions
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
Ethan Huizenga
November 30, 2020
Caring for a Loved One from a Distance
If you are caregiving from a distance (you live here and your parent or other loved one is in another state, a distant city or as close as an hour away), it can be even more daunting than doing it in your home.
Ethan Huizenga
October 27, 2020
Distributing Unequal Amounts in an Estate Plan
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
Ethan Huizenga
October 12, 2020
Farm succession planning needs to happen now
Develop a successful transition plan that will provide for you, your heirs and your business.
Ethan Huizenga
September 15, 2020
How to Be Smart about a Financial Windfall
Windfalls can result from fortunate events, like lottery winning, and unfortunate events, like a legal settlement. Whatever the triggering event, a big injection of cash can certainly be a life-changing event in someone’s life.
Ethan Huizenga
September 8, 2020
Different Trusts for Different Purposes
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
Ethan Huizenga
September 7, 2020
5 Tips to Surviving Your 50s
Losing a job is almost always traumatic. In your 50s, job loss can be devastating — and devastatingly common.
Ethan Huizenga
September 4, 2020
3 Steps to Conflict-Free Estate Planning
One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents’ estate plan.
Ethan Huizenga
September 3, 2020
