Blog Digest

Ames, Iowa Estate Planning Law Firm

How to Avoid Probate with a Revocable Trust

A revocable trust allows assets correctly transferred into the trust during the grantor's lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.

Attorney Merlaine Mosley
Elder Law, Estate Planning

What Do I Need to Do When a Loved One Dies?

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.

Attorney Merlaine Mosley
Elder Law

Communication is Key in Generational Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

Attorney Merlaine Mosley
Estate Planning

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Blog Digest

Ames, Iowa Estate Planning Law Firm

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How to Avoid Probate with a Revocable Trust

What Do I Need to Do When a Loved One Dies?

Communication is Key in Generational Estate Planning

Here’s Why You Need an Estate Plan

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