Estate Planning

Planning your estate is such an easy matter to postpone, and millions of people do just that. Whether you think it is too early, or your estate too small, the fact remains that federal estate tax rates can be as high as 55%! Combine that with the Iowa Inheritance Tax and the administrative costs involved in settling some estates, and more than half of what you've worked for during your life can disappear upon your death. We will help you

  • Develop an analysis of your estate
  • Determine your families needs and objectives
  • Analyze the tax and administrative costs of your estate
  • Determine whether your estate is "liquid" enough to meet its obligations.

TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that, except to the extent expressly provided to the contrary, any federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or any applicable state or local tax law or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.