Estate Planning

The two certainties in life are death and taxes. Many people think that estate planning is about the combination of the two. They are not wrong, but they are not exactly right.

Obviously one of the goals of estate planning is minimizing taxes due at your death, but it is probably more important to know what is going to happen to your assets after you are gone. Your assets are your legacy. They may be valuable assets such as an investment portfolio, a thriving business, real estate, or expensive jewelry. Or the value may be more sentimental such as family heirlooms, photographs, keepsakes, and mementos. But have you taken the time to ensure that your wishes are carried out after your death?

We have the expertise to work with your lawyer on the best design for your wills and trusts. We will invest the time with you and your family to make certain we understand your wishes and desires, and to help you become comfortable within your own finances. We can show you how to balance taxes, charity, and your desire to provide an inheritance. We will explain your options until you understand them.

The time to put your estate plan together is now. If you wait until the day you need it, you no longer get to have a say in the matter. We are one of the premier financial planning firms in Greater Des Moines. Let us help.

2763 86th Street
Urbandale, IA 50322