All Set with Your Estate Plan?
You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
Geckos are amazing and resilient creatures. They can climb up vertical surfaces. Some geckos can fly. If you cut off a gecko’s tail, they’ll grow it back. These five tips for making an estate or trust administration go smoothly create the acronym ‘GECKO’. So, keeping the amazing lizard in mind, read on for some helpful advice on how to ease the process of estate or trust administration. [Read More]
The most common question I get asked in our Mutual Interview is, “What’s the difference between a will and a trust?” The answer is based on the way each gets treated while you’re living and after you die. Whether you choose one or the other depends on your goals for your plan. [Read More]
We often use the euphemism “getting hit by the bus” to begin the discussion and get our clients thinking about what the reality of that situation would look like, if they were suddenly no longer available.
You’ve heard the statistic: 55% of Americans don’t have a will and there are lots of reasons why If you’re one of those no-will Americans,
If you choose not to decide, you still have made a choice (“Freewill” by Rush). Estate planning is based on a single choice: will you
You can’t have your cake and eat it, too.
The beneficiary is what it sounds like: the person who receives the benefit from a trust. [Read More]
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]
Welcome to our fifth and final part of our 101 Death Hacks. Keeping it Current Update your fiduciaries’ contact information every time their information changes
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