Helping Families Preserve Their Wealth
Dennis D. Duffy · ·
When creating your estate plan, you will need to consider your needs and goals. There are many aspects of planning that people choose to include in their individual plan. If youre just beginning your …
[Read more...] about Include these Protections in Your Estate Plan
Dennis D. Duffy · ·
Many young adults assume that they're too young to do their estate planning. The truth is, everyone age 18 and older needs a plan. If you don't have proper planning in place, you and your family will …
Dennis D. Duffy · ·
If youre an Iowa resident looking to begin saving for your childs college expenses, contributing to a college savings plan can be a great option. This makes it easy to save, no matter how old your …
[Read more...] about Contributing to an Iowa College Savings Plan (part 2 of 2)
Dennis D. Duffy · ·
If youre an Iowa parent, you may be thinking about contributing to an Iowa college savings plan in order to help fund the costs of your childs college education. This can be a great way to build up an …
[Read more...] about Contributing to an Iowa College Savings Plan (part 1 of 2)
Dennis D. Duffy · ·
You are wise to know that you need an estate plan even though you are only 24 and likely have a long life to live. Everyone, age 18 or older, needs an estate plan. And, you are ahead of the pack …
[Read more...] about I’M 24 AND I’M READY FOR MY FIRST ESTATE PLAN
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