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55 search results for: retirement

42

Estate Planning: Just Five Easy Steps from Start to Finish

You need an estate plan. You need an estate plan. If I haven’t yet fully convinced you that you need an estate plan, consider many other reputable sources. Following the brutal infighting over his estate, Prince would probably tell you to make an estate plan. So would these other celebrities who died without a plan. Fox […]

43

Back to School: Political Science- How Changes to Legislation Impact Your Estate Plan

On the GFLF blog this month, we’re going “back to school” with some fun legal lessons like last-minute gifts of personal property, nonprofit operation, and what planned giving actually means. Happy learning!  If you have an estate plan already, give yourself a high-five! You’re well on your way to establishing a worthy legacy; effectively and efficiently transferring […]

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What the New Tax Law Means for Your Estate Plan

Changes to the tax code can and often do impact estate planning because one of the major goals for most is to reduce or eliminate the taxable amount of the estate. Passed at the tail end of 2017, the Tax Cuts and Jobs Act (otherwise referenced as the new tax law), is no different and there […]

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Upcoming Presentation: Succession Success, Business Planning in Six Simple Steps

I’m excited to present an upcoming Expert Edge Seminar hosted by the Iowa City Area Chamber of Commerce. The presentation topic, Succession Success: Business Planning in Six Simple Steps, is super important and relevant for entrepreneurs and business owners.  Why? Because taking calculated risks in business is often smart, but taking risks with the future of your […]