Posts Tagged: marriage

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6 Simple Tips for Beneficiary Designations

You’ve almost certainly had to sit down with some sort of forms and designate your beneficiaries be it on a savings or checking account, life insurance, annuity, 401(k), pension, or IRA. All of these accounts are passed along at the time of death via beneficiary designation (sometimes referred to as payable on death (PODs) or… Read more »

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Love, Death, & Taxes: Estate Planning Considerations for Same-Sex Spouses

Everyone needs an estate plan! By estate planning, I mean a set of legal documents which cover everything from who will inherit your property, to who will care of your pets, to your health care decisions on subjects like life-sustaining measures. In Obergefell v. Hodges, the United State Supreme Court’s 2015 decision which legalized same-sex… Read more »

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Can my Wife Disinherit Me? The Answer may Surprise You.

In Iowa, Spouses Can’t Disinherit Spouses Can Monica, my wife, disinherit me? In a word, no. Assuming a valid marriage in Iowa, a spouse cannot disinherit a spouse. Even if a spouse wants to do so, even if that’s the spouse’s true intent—nope. What If…? What if in a legal will, the first-to-die spouse includes… Read more »