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Avoiding Probate Just Got a Little EasieràFor Certain Estates
Category: Financial Planning
Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.
Tax Planning Strategies For 2019: How Can You Act Now?
Category: Financial Planning
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Don’t Let Creditors Crack Your Nest Egg
Category: Financial Planning
Colin Hendricks of BrownWinick Law Firm shares some tips on creditor protection planning for professionals.
Steps to Take When a Loved One Dies
Category: Financial Planning
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.
Health, Wealth, and Time
Category: Financial Planning
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.
Clarifying the CARES Act for Businesses
Category: Financial Planning
Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.
Umbrella Insurance Is Just a Catch All Policy, Right?
Category: Financial Planning
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.