Posts Categorized: Trusts

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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 »

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Smart Estate Planning: Special Needs Trust

Estate planning allows people to elect tools and strategies that makes life for their loved ones as uncomplicated as possible following death. Almost everyone I work with wants to ensure their family members are set up for success. One such estate planning tool to accomplish this is the handy dandy trust. There are almost limitless… Read more »

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12 Things Every Iowan Should Know About Estate Planning

Estate planning can sound confusing at first, especially if you been putting it off much longer than you should. Yet, when you break it down, it’s pretty simple. Here are the 12 basics every Iowan, regardless of the size/value of estate, should know. 1. Yes, You Need an Estate Plan Everyone needs some kind of… Read more »