Posts Tagged: trusts

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Love Super Bowl Sunday? Then You’ll Love Estate Planning!

Now through Valentine’s Day I’m highlighting how “gifting” an estate plan can show true love and commitment with the #PlanningForLove series. Of course, Valentine’s Day can be about celebrating many different types of love, not just romantic love. There’s adoration for your furry friend, love for your children, respect for yourself…but, it’s Super Bowl Sunday,… Read more »

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7 Things Every Iowan Should Know About Financial Power of Attorney

You’ve probably heard you need to have a financial power of attorney in place, but the whole thing seems a little ambiguous…what does this important document a part of your estate plan actually mean? Let’s cover the basics. 1. What is a financial power of attorney? A financial power of attorney (“POA”) is a legal… Read more »

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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 »