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Orange City Estate Planning Blog

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

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Watch Your Language: Grantor

The grantor is the person who creates a trust. No matter what type of trust you have, the grantor is always in charge because they set the trust’s terms. [Read More]

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Estate Planning Includes Creating Your Legacy

One of the most overlooked aspects of estate planning is the opportunity to create your legacy. Believe it or not, creating a legacy isn’t all about having Northwest Iowa libraries and hospitals named after you. Instead, there are some more cost-efficient, yet great ways that you can help your family remember your values and beliefs. [Read More]

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The Biggest Job in Probate Court

There are several responsibilities that come along with being a personal representative in Northwest Iowa, and there are personal qualities which may make one person a better choice than others. For example, a good personal representative will have a sense of fairness and will be able to remain impartial when it comes to following the decedent’s instructions. [Read More]

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