It’s not something that many people like to think about, but it’s a reality that needs to be addressed. Without a proper Estate Plan in place, the state of Iowa has a plan for you, and it may not align with your wishes or desires. Even if you already have an Estate Plan, if it’s outdated, your assets could end up in the hands of the Iowa Department of Unclaimed Property, or worse yet, the probate court.
This is where Law Mosley, P.C. comes in. We understand that every family has unique circumstances, which is why we take the time to get to know you and your family’s specific needs, goals, and concerns. Our team is here to help you navigate the complexities of Estate Planning to ensure that your loved ones are protected and your assets are preserved.
Our first step in the process is to schedule a Family Legacy Strategy Session. During this meeting, we will discuss your current Estate Planning situation and answer any questions you may have. Prior to the meeting, we will ask you to complete a Family Asset Inventory to gain clarity on what you own and what you need to consider when planning for the future.
During the Family Legacy Strategy Session, we will work with you to determine whether your current Estate Planning strategy aligns with your wishes. If it doesn’t, and we mutually agree to move forward, we will design an Estate Plan that is tailored to your family’s specific needs. Our foundation typically includes a Revocable Living Trust, which, when properly executed and maintained, can help avoid costly probate proceedings and minimize estate taxes. For those with more complex Estate Planning needs, we offer advanced Estate Planning services.
While many online DIY tools exist, they often fall short of meeting your specific needs. Pre-made templates may not reflect your situation or wishes, and the resulting documents could be insufficient, causing potential legal and financial issues for your loved ones. That’s why we highly recommend working with a professional Estate Planning attorney like Merlaine Mosley, your Family Legacy Attorney and Local Lifetime Lawyer at Law Mosley, P.C. Merlaine will take the time to educate you on the various Estate Planning options available, answer your questions, and design an Estate Plan that is exactly right for you.
Don’t leave your family’s future to chance. Take action now to ensure that you and your loved ones are protected. Contact Law Mosley, P.C. today to schedule your Family Legacy Strategy Session.