money in wallet

Tax Talk: Iowa's Inheritance Tax

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We talk about taxes and fees a lot in estate planning because if you don't have a quality plan in place your estate will likely be hit with taxes and fees to a varying degree. Actual figures depend on the gross value of your estate, what state…
Rows of 100 dollar bills

Tax Talk: If You Die in Iowa is There a State Estate Tax?

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There's that pragmatic, and slightly depressing saying that the only sure things in life are death and taxes. But what about taxes on death? Just like you can't escape taxes in life, they government can tax your estate at death. Indeed, it's…
red chairs in conference room

Estate Planning Event at Iowa State Bar Association

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Undoubtedly knowledge is power when it comes to understanding how different laws directly affect you. Indeed, living in a modern society mean that an interplay of laws govern pretty much every aspect of our lives in one way or another—even…
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Free Guide for Professional Advisors: Smart Charitable Giving Solutions

I love getting to collaborate with wonderful professional advisors (like financial advisors and insurance agents, among many others) to promote and maximize charitable giving in Iowa. Together we get to help their clients best incorporate strategic…
Better Call Saul's Bob Odenkirk

Don't Mess Up like Saul Goodman: 5 Mistakes to Avoid With your Estate Plan

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Yesterday was the season four premiere of AMC’s Better Call Saul, the highly acclaimed "dramedy" which features slippery lawyer Jimmy McGill. If you have yet to watch this great series, don't worry no spoilers are needed; the lessons we…
calendar on desk

Nonprofit Events and Opportunities in August & September

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Beyond my own information and resources I love offering Iowa nonprofits for free (like this board responsibilities handout or this nonprofit formation guide), I like to call attention to all the awesome events, awards, and grants available.…