FAITH, FAMILY, AND THE FARM
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Orange City Estate Planning Blog

8 Reasons to Create a Trust

Has it been awhile since you reviewed your estate planning strategy? If so, it may require some updating, based on recent changes to laws impacting your tax and retirement planning.

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Northwest Iowa Estate Planning Documents

When Does the Fiduciary Duty Begin?

Under Illinois law, an individual holding a power of attorney is a fiduciary as a matter of law. The person designated as a power of attorney agent owes a fiduciary duty to the principal—the person making the designation.

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Does Your Estate Plan Need a Will or a Trust?

One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.

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power of attorney

Five Common Estate Planning Mistakes

When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don’t want to make.

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