Posts Tagged: Iowa

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25 Days of Giving: Basics of the Endow Iowa Tax Credit Program

Merry Christmas Eve and thank you for reading the 25 Days of Giving series! In the spirit of the holiday season I’m covering different aspects of charitable giving…perfect to get you thinking about your end-of-year giving. There are many, many reasons Iowa is great place to live and work. One reason is the Endow Iowa… 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 »

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Estate Sale? No. It’s an Estate Plan Sale!

WHAT IS AN ESTATE PLAN SALE? For a limited time only (June 15 to July 15, 2017), you can receive a standard estate plan (which consists of six “must-have” estate planning documents) for only $500 (five hundred dollars). You will be billed only at the conclusion of this process, when you are executing the documents…. Read more »