Posts Tagged: Beneficiary

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Terrible, horrible, no good, very bad idea of NOT having a Will

What is a Last Will and Testament? A Last Will and Testament certainly sounds like a complex document. But, when boiled down, your will answers just three simple, yet important questions. Who do you want to inherit your assets? A will provides for the orderly distribution of your property at death according to your wishes…. 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 »