Can I Give My Child Access to My Bank Account? Should I?
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
Ethan Huizenga
November 26, 2021
How to Protect an Estate from a Rotten Son-in-Law
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
Ethan Huizenga
October 18, 2021
How to Keep the Vacation Home in the Family
Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.
Ethan Huizenga
October 5, 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
Can a living trust be the beneficiary of my IRA?
Can a living trust be the beneficiary of a Roth IRA?
Ethan Huizenga
April 20, 2021
The Advantages and Disadvantages of a Trust
What are the advantages of putting assets into a trust?
Ethan Huizenga
April 14, 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
Should a Trust be a Beneficiary of My IRA?
It’s generally a bad idea to name a trust as beneficiary of your IRA.
Ethan Huizenga
March 10, 2021
