Category Archives: Estate Planning

Erin Grabe

Apr 29 2015

The Three Taxes (Part 3 of 4)


Getting Started with Estate Planning

This is the 3rd in a 4-part series on Estate Planning. A large portion of Estate planning involves taking steps to minimize the impact of taxes on the Estate. For Iowa residents, there are three main taxes that can come into …
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Erin Grabe

Apr 22 2015

Understanding Trusts (Part 2 of 4)


Getting Started with Estate Planning

This is the 2nd in a 4-part series on Estate Planning. A Trust is a legal document that is used in Estate planning. There are many reasons to set up a Trust including providing for minor children or family members who …
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Erin Grabe

Apr 15 2015

Getting Started with Estate Planning (Part 1 of 4)


Getting Started with Estate Planning

This is the 1st in a 4-part series on Estate Planning. Creating an Estate Plan can seem like a daunting task—it is uncomfortable to make plans for your own death, and it can seem overwhelming to address every aspect and …
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