Planning your estate is an easy matter to postpone, and millions of people do just that. Whether you think it is too early or your estate is 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 can help you with the following:

  • Developing an analysis of your estate
  • Determining your family’s needs and objectives
  • Analyzing the tax and administrative costs of your estate
  • Determining whether your estate is liquid enough to meet its obligations