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February 26, 2010
Estate-Planning
             
 
Selecting a financial planner for your financing is a very important decision. Please enter your information below to locate a qualified financial planner in your area
 
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Estate Planning Topics

 


An Estate is the entirety of a property, real and personal, owned by an individual prior to distribution through a trust or will. There are many different topics related to this particular legal practice area. We invite everyone to read up on the following topics related to Iowa Estate Planning Law.

Our Iowa Estate Planner can assist you with any of the topics below:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax
  • Dynasty Trust
  • Joint Tendency
  • Brokerage Accounts
  • Retirement Plans
  • Savings and Checking Accounts
  • Insurance Policies
  • Business and Partnership Interests
  • Debt Personal Property


Contact our Iowa estate planning attorney now.

 
Did You Know?    
 
 
The costs and expenses of a conservatorship are paid by your estate
A CONSERVATORSHIP is if you suffer from an incurable disease or are involved in a debilitating accident and are unable to manage your own affairs, state law might require someone to go to court to have a conservator appointed by the court. The conservator is given the authority to make financial decisions and handle your financial affairs, under court supervision, when you lack the capacity to manage them on your own.

 


  Newsroom  
 


Latest news about Financial & Estate Planning in Iowa and nationwide:

KPMG to Pay $456 Million for Criminal Violations
IR-2005-83, Aug. 29, 2005

WASHINGTON — KPMG LLP (KPMG) has admitted to criminal wrongdoing and agreed to pay $456 million in fines, restitu...

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Law Day, U.S.A., 2006
This year's Law Day theme, "Liberty Under Law: Separate Branches, Balanced Powers," honors the wisdom of the separation of powers that the Framers ...
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Ruling On Respondent's Motion To Dismiss
On July 15, 1975 the United File Room Clerks, Messengers, and Library Personnel of Foley, Hoag & Eliot (herein Petitioner) filed a petition for...
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Estate Planning Terms

 


Today's Terms

Living Trust

Definition:
Sometimes called an Inter-Vivos Trust--A written legal document established during a person's lifetime into which he/she places property.

Grantor

Definition:
The person who sets up or creates the trust; also called a Settlor, Trust Creator, Trust Maker, or Trustor.

Exemption Credit

Definition:
The amount of tax credit, similar in nature to the personal income tax exemption, applied to the transfer tax due at a person's death.

More Estate Planning Terms >

 

Estate Planning Resources

 


Search Estate Planning resources in our resource center:

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Estate Planning Hot Topics

 
Topics Related to Estate Planning:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax

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Iowa Estate-Planning Attorney

 
If you live in the following cities and need an Estate-Planning attorney you should contact our Estate-Planning Attorney as soon as possible:

  • Ames
  • Ankeny
  • Bettendorf
  • Burlington
  • Cedar Falls
  • Cedar Rapids
  • Clinton
  • Council Bluffs
  • Davenport
  • Des Moines
  • Dubuque
  • Fort Dodge
  • Iowa City
  • Marion
  • Marshalltown
  • Mason City
  • Muscatine
  • Newton
  • Ottumwa
  • Sioux City
  • Urbandale
  • Waterloo
  • West Des Moines
 


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