Posts Categorized: Wills, Trusts & Estates

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Farewell National Estate Planning Awareness Week 2017

It’s the saddest day of the year. You all know what I am talking about: the last day of National Estate Planning Awareness Week. Here in Iowa, the weather is appropriate to everyone’s mood. It’s grey and drizzly and overcast and cold. Almost as if the Universe itself was acknowledging the melancholy of ending NEPAW… Read more »

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Court Appointed Guardianship: What it is & How to Protect Yourself

Recently a friend sent me an article from The New Yorker, “How the Elderly Lose Their Rights.” (While a long read, it’s worthwhile.) The piece focused on the tragic case of a Nevada couple—Rudy and Rennie North—who fell victim to a court appointed guardian who failed (terribly) to put the senior victims’ best interests first and… Read more »

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Ultimate Estate Planning Checklist

It’s National Estate Planning Awareness Week! In an effort to break down the barriers, myths, and excuses surrounding estate planning I’ve created this handy dandy ultimate estate planning checklist. It runs down just about everything you need in terms of a comprehensive, quality estate plan including the six major documents, reviewing beneficiary designations, considering if… Read more »