Posts Categorized: Trusts

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Think Estate Planning is Just for the Wealthy? Think Again!

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… Read more »

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Estate Planning Basics: What You Need to Know, but Were too Bored to Ask

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… Read more »

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Spooktacular Savings on Probate Fees

Forget Stranger Things season two, did you hear the scary tale about the will admitted to probate? Frightening stuff! Whether you die intestate (no will), or with a will, your estate must pass through Iowa probate court. One common way to avoid probate is through a revocable living trust. A trust can sound somewhat elusive…. Read more »