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Giving Tuesday is held the Tuesday after Thanksgiving (December 3 this year) and is an important day for nonprofits to reach out to current and potential donors. Scroll through your social media feeds with the hashtag #givingtuesday and it seems like every organization, from big to small, is running digital marketing campaigns related to the day. […]
“True heroism is remarkably sober, very undramatic. It is not the urge to surpass all others at whatever cost, but the urge to serve others at whatever cost.” -Arthur Ashe On Veterans Day and every day, I want to say a heartfelt thanks for our veterans’ sacrifice and service. I work with many veterans on […]
In honor of Halloween, I thought it appropriate to explain the ominous-sounding principle of the slayer rule. [Cue a full moon, bats, and a high-pitched cackle here.] It’s a plot you may come across in murder novels or movies: someone kills someone else in order to inherit money, a house, artwork, or anything else of […]
It’s the saddest day of the year. You all know what I am talking about: the last day of National Estate Planning Awareness Week. Here in Iowa, the weather this weekend was bright and shiny in that perfect fall day kind of way. Almost as if the universe itself was celebrating NEPAW 2019. All good […]
It’s National Estate Planning Week (I know you’re as excited about it as we are!) which is a good excuse to bring up a hypothetical scenario: what happens, in terms of estate planning, if either the buyer or seller in a sale of real estate (like a house or land) dies before the closing? It’s a situation […]
Believe it or not, National Estate Planning Awareness Week is a very real thing and we’re celebrating October 21-27! Let’s kick it off with a brief history on the Week and estate planning in general. Background on National Estate Planning Awareness Week National Estate Planning Awareness Week was an effort spearheaded by the National Association […]
It’s the season for everything pumpkin, Hocus Pocus reruns, and “accidentally” eating all the trick-or-treat candy before the actual trick-or-treaters arrive. It’s the time when I’m reminded that the scariest notion of all is not Dracula, ghosts, or even the overpriced costumes, but rather the downright terrifying reality that nearly every six out of 10 […]
What makes a will valid? To begin, you are asking the entirely wrong question! [Cue evil sounding mwahahahaha.] You must ask a more specific question what makes a will valid in Iowa. After all, every state can and does have different laws for a will’s validity, as well as for probate, trusts, and so on. […]
Forget the scariest movies of all time, did you hear the unnerving tale about the will admitted to probate? Frightening stuff! Some folks are surprised, even shocked, to learn that a will doesn’t avoid probate, but it doesn’t. Whether you die intestate (no will), or even with a will, your estate must pass through Iowa probate […]
DON’T DARE READ THIS ALONE! Count Dracula needed a new estate plan. After all, the Count hadn’t updated his last will in 1,400 years. After he got over a few eerie common estate planning excuses, he went to his Iowa estate planner. The Iowa estate planner dutifully gathered information about all of Count Dracula’s many assets. […]