I’ll be the first to admit it: sometimes we breeze over the discussion of Advanced Directives and Living Wills discussion during estate plan consultations. And I’m pretty sure that a lot of clients don’t really grasp the depths of these…

Most people like to start with considering friends and family members as trustees. They are going to be most familiar with you and your family, and they will understand your family’s dynamics. In addition, family members often do not charge…

 It isn’t uncommon to be discussing an estate plan with a client on beneficiaries of their estate plan and they will mention that they want to leave a gift to a sibling, or a nephew/niece, or a friend, or…

 Check out my post on the pre-mortem will contest on the Probate-Iowa blog.  Too tired to click and just want the short answer?  Can’t do it in Iowa.  Have to wait until the person dies before you challenge the will.

As I discuss in more detail on the post on my Iowa probate blog, a recent ruling from the Iowa Supreme Court significantly changes the time period in which to bring a lawsuit for interference with inheritance.  In short:…

Way back in 2009, or whenever I started this blog, I posted about probate topics as well as estate planning.  (I’m not sure I expected to be blogging still in 2020.  My dream of retiring at age 44 and retiring…