FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

What Is a ‘Caregiver’ Agreement?

As family members age and require care, the burden of that care often falls on an adult child. For those that leave jobs to care for family members, it can become a financial hardship for the family.

Read More »

What Is a Fiduciary and a Fiduciary Duty?

A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.

Read More »
Probate and trust administration in Orange City Iowa

12 Times You Should Update Your Will

It is also important to realize that it isn’t merely “why” you are updating your will, but “when” you are updating that can make all the difference. Acting too late (or too early) may mean your changes are no longer appropriate or even immediately invalidated.

Read More »

How to Be Smart about a Financial Windfall

Windfalls can result from fortunate events, like lottery winning, and unfortunate events, like a legal settlement. Whatever the triggering event, a big injection of cash can certainly be a life-changing event in someone’s life.

Read More »

A Non-Medical Check Up – For Your Estate Plan

For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?

Read More »

3 Steps to Conflict-Free Estate Planning

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents’ estate plan.

Read More »
Join Our eNewsletter