How to: Protect the Estate from Unintended Heirs
What happens when a decedent’s will or trust does not provide for a decedent’s child?
Ethan Huizenga
October 8, 2020
Estate Planning for Asset Distribution
The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
Ethan Huizenga
September 29, 2020
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Ethan Huizenga
September 28, 2020
12 Times You Should Update Your Will
It is also important to realize that it isn’t merely “why” you are updating your will, but “when” you are updating that can make all the difference. Acting too late (or too early) may mean your changes are no longer appropriate or even immediately invalidated.
Ethan Huizenga
September 10, 2020
A Non-Medical Check Up – For Your Estate Plan
For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?
Ethan Huizenga
September 5, 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
What Should I Know about Beneficiaries?
Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary, who receives the benefits of the policy when you pass.
Ethan Huizenga
August 27, 2020
5 Steps to Starting an Estate Plan
It’s never too early to start working on how your things will be handled, once you pass away.
Ethan Huizenga
August 12, 2020
Still Procrastinating about Your Estate Plan?
Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.
Ethan Huizenga
July 23, 2020
What Must Be Done when a Loved One Dies?
It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can’t afford to put that off.
Ethan Huizenga
July 21, 2020
