Monthly Archives: June 2017

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Four Major Ways to Classify Trusts

We dove into the definition of the term “trust” in this blog post. But, that’s just the tip of the iceberg when it comes to learning about the important agreement that’s often used for purposes including estate tax liability reduction, estate property protection, and probate avoidance. There are four standard ways of classifying trusts. Trust Classifications Trusts may be… Read more »

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YOU Are a Super Hero: Charitable Giving Through Estate Planning

You are, or can be, a super hero. You have the ability to change the world, at the very least, your little corner of it. You can affect this level of change just by asking yourself one simple question: what causes would I like to benefit in my will? Bequests to Charities in Your Will… Read more »

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3 Ways to Use Your Retirement Benefit Plans to Help Your Favorite Charities

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 Much attention in this area has focused on the federal law, the IRA Charitable… Read more »