Monthly Archives: March 2016

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Young people should be the most concerned with estate planning

Who – what age group – needs to be most concerned with estate planning? Ask Iowans this question, and I’ll bet most would conjure up the image of a retiree, who just spent 50+ years working hard to acquire significant assets. But imagine, say, a young, married couple. They both have good jobs, live in… Read more »

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A healthcare power of attorney — what is it, why you need it

  What is a healthcare power of attorney? A healthcare power of attorney (“POA”) is a legal instrument that allows you to select the person that you want to make healthcare decisions for you if and when you become unable to make them for yourself. The person you pick is your agent/representative for purposes of healthcare… Read more »

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#bracketology

Brackets? During March Madness, all this talk of brackets reminded me of tax brackets — and the importance of being tax-wise with your charitable giving. A relatively simple, but powerful, tax tool is the federal income tax charitable deduction. Save $$$ and help your favorite charities even more I say, it’s better to give and receive. You… Read more »