Category Archives: Estate Planning

Erin Grabe

May 06 2015

Account Titling – The Good, The Bad, and The Misunderstood (Part 4 of 4)


Getting Started with Estate Planning

This is the final in a 4-part series on Estate Planning. An often overlooked (but extremely critical) aspect of Estate planning include account titling and beneficiary designations. These control who receives the account, regardless of what the Will or Trust states!

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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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