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Orange City Estate Planning Blog

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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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All Set with Your Estate Plan?

You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?

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Why Is Estate Planning So Important?

Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?

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Do I Need Up-to-Date Beneficiaries?

Losing a loved one isn’t just an emotional burden — it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a stream of paperwork to sort through.

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The Biggest Job in Probate Court

There are several responsibilities that come along with being a personal representative in Northwest Iowa, and there are personal qualities which may make one person a better choice than others. For example, a good personal representative will have a sense of fairness and will be able to remain impartial when it comes to following the decedent’s instructions. [Read More]

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FAQ: What Happens if I Revoke a Will in Iowa?

There are some common questions which go along with revoking a will, but one of the most asked is whether or not revoking the will revives a prior one. The answer to this question is “probably not.” When setting up your estate planning needs, your attorney will likely help you create a will. If you decide to make changes and create a new will later, the previous version is no longer in effect. [Read More]

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What Does a Probate Lawyer Do?

It is a great idea to hire a probate lawyer before you actually “need” his or her services so things can go as smoothly as possible when it comes to taking an estate through the probate process. Unfortunately, that’s not always how it works. Oftentimes, a person isn’t even aware of what a probate lawyer in Northwest Iowa does until he or she is in need of one. It’s very common to go looking for a probate lawyer in Northwest Iowa once a loved one has passed and help is needed immediately. [Read More]

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