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Avoiding Probate Just Got a Little EasieràFor Certain Estates
Category: Financial Planning » Estate & Transfer 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.
Steps to Take When a Loved One Dies
Category: Financial Planning » Estate & Transfer 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.
Have You Considered the Realtime Gratification of Warm Giving?
Category: Financial Planning » Estate & Transfer Planning
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.