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Happy Father’s Day to all the dads, grandpas, uncles, and father figures out there! There are many kinds of fathers, from the beer-drinking to the book-reading, from the golf-loving to the car-fixing, to all of the above. And, just like there’s not one kind of way to be a dad, there’s no single type of […]
I KEEP six honest serving-men (They taught me all I knew); Their names are What and Why and When And How and Where and Who.– Rudyard Kipling I’ll use all six “serving men”—what, why, when, how, where, and who, albeit sometimes in slightly different order—to explain three broad topics: (1) estate planning; (2) trusts; and […]
I want to take this moment on Memorial Day to express my deep gratitude for the fallen heroes and military veterans who have served America. Indeed, we can enjoy the land of free only because of these brave individuals. While Memorial Day is the unofficial start to the summer season, ushering in the much awaited […]
There is a rumor that has been floating around that only the rich need estate planning. That is extremely false. Everyone needs an estate plan, but the wealthy don’t need estate planning as much as the middle-class and working-class folks. If this contradicts everything you’ve ever thought about estate planning allow me to explain. The […]
Often when I’m reading fiction I’ll find estate planning-related issues that cause conflicts, both big and small, for the characters. And, while the stories may be fictitious, the lessons they give us serve as valuable reminders of the importance of quality estate planning. One such tale I recently revisited is the 1845 gothic novel, Wuthering […]
Everyone needs an estate plan! This goes for if you’re a young professional or have minor children or are retired. And, it goes for all married couples! This year marks a decade since Iowa Supreme Court decision of Varnum v. Brien, which legalized same-sex marriage in the state. This case was a precursor and set a standard […]
Much of Iowans’ wealth can be found in retirement benefit accounts, like IRAs, 401(k)s, 403(b)s, and so on. Funds from retirement benefit plans can be easy and tax-savvy ways for you to support your favorite causes and organizations! IRA Charitable Rollover The Individual Retirement Account (IRA) charitable rollover allows individuals aged 70.5 years of age […]
Mark Twain famously said, “A classic is something everybody wants to have read, but no one wants to read.” Life insurance is a little like that. Everyone needs it, but we don’t like to talk about it much. Life Insurance as Key Estate Planning Tool Life insurance is an amazing estate planning tool. I cannot […]
You know you need an estate plan, but you still don’t understand really what you need or where to start. What to do? I’m here to help and it’s one of my personal missions to break down estate planning so it’s as easy and accessible as possible. Here are three blog posts, all relatively short and simple, that should help. First, I […]
Calling All Parents In your role as a responsible parent you most definitely need an estate plan. One of the most critically important features of an estate plan is establishing guardianships for any minors (i.e., children under the age of 18) in your care. The ability to establish guardianships through your will is one of […]