Helping Families Preserve Their Wealth
Envision this scenario that you may have seen depicted in a movie or on a television drama. There is a funeral, and the dearly departed is buried in the cemetery. The grieving family then convenes at …
[Read more...] about Iowa Estate Planning FAQ: What Is Probate?
On the surface estate planning can seem like a purely financial endeavor. However, most senior citizens experience a gradual decline before they pass away. You are generally not completely healthy one …
[Read more...] about Addressing Contingencies Elders Often Face
When you are serious about having your financial affairs in order for your own well-being and that of your children you may have to balance matters of the head versus matters of the heart. Let's say …
The federal estate tax is unified with the gift tax, and they both carry a maximum 40% rate. So, you can't just give gifts of significance to others in a tax-free manner to avoid the estate tax. When …
[Read more...] about Efficient Step to Reduce Taxable Value of Home
It is important to recognize the evolving nature of an estate plan. Let's say that you are a young couple who has just had your first child. At this point you definitely want to create an estate …
[Read more...] about Initial Consultation Sets the Stage for Future Interactions
