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For St. Valentine’s Day: Estate Planning as an Act of Love

I know of only one duty, and that is to love.”

— Albert Camus

St. Valentine’s Day and estate planning have lots in common. If you think about it, estate planning, just like V-Day, is all about LOVE.

Love Thyself

When you build your estate plan, you are showing love to a very important person – yourself. Estate planning brings you peace of mind and security. It can also preserve and protect your assets. Saving your estate lots in taxes, fees, and costs is another benefit of estate planning.

Love Your Family & Friends

Your estate plan will demonstrate your love to your family and friends. Even if the worst happens, those closest to you will be protected. You’ll also be saving your loved ones a lot of time and trouble, if not outright grief and anguish that comes from lack of planning.

Love Your Favorite Charities

Through proper estate planning, you can share the love and help your favorite charities in ways large and small. Really, without estate planning, it’s not possible upon your death to help the causes and organizations you love most.

What We Talk About When We Talk About Love & Estate Planning

There are just six documents that should be part of most everyone’s estate plan. You should keep these key documents updated and current. Also, don’t forget about assets with beneficiary designations. For many Iowans, that’s enough—six up-to-date documents with correct beneficiary designations.

Sure, estate planning is complicated, but not that complicated. Read this article, where I break it all down for you:

Do you have an estate plan? Why or why not? I’d love to hear from you and you can reach me any time at

Great Place to Start: Estate Planning Questionnaire

Why not start right now with my estate planning questionnaire? It’s free, check it out.


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