9 Steps After a Loved One Dies
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
Ethan Huizenga
June 2, 2020
8 Things a Power of Attorney Agent Should Do
Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.
Ethan Huizenga
May 31, 2020
Does Your Estate Plan Need a Will or a Trust?
One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.
Ethan Huizenga
May 19, 2020
Five Common Estate Planning Mistakes
When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don’t want to make.
Ethan Huizenga
May 12, 2020
Do I Need to Be Wealthy to Set Up a Trust?
If you’ve heard of trust funds but don’t know what they are or how they work, you’re not alone. Many people know just one key fact about trust funds: they’re set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.
Ethan Huizenga
April 30, 2020
COVID-19 UPDATE: Will Might Not Be Enough
Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation, people are grappling with the difficult subject of estate planning … and not taking any chances.
Ethan Huizenga
April 24, 2020
Common Will Mistakes to Avoid
The most obvious mistake is not to have a will at all. The news is replete with examples of celebrities who have died without a will, including: Prince, Michael Jackson, James Brown and even Abraham Lincoln.
Ethan Huizenga
April 23, 2020
Complete Your Estate Plan During Quarantine
If you are quarantined or under a lockdown and can’t get to a notary, how can you get your will, trust and other documents executed? Don’t give up. There are ways to get it done without leaving home.
Ethan Huizenga
April 20, 2020
All Set with Your Estate Plan?
You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
Ethan Huizenga
April 16, 2020
Do I Need a Revocable Living Trust?
Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).
Ethan Huizenga
April 15, 2020
