
Is Your Iowa Trust Fully Funded? A Simple Checklist
A revocable living trust only protects the assets you actually put into it. A fully funded trust is one where your home,
Articles & insights
Plain-language articles from Pearson Bollman Law attorneys on estate planning, elder law, Medicaid, probate, and trust administration.

A revocable living trust only protects the assets you actually put into it. A fully funded trust is one where your home,

Digital accounts need estate planning, too. Learn how Iowa law handles fiduciary access to online records and what families can do to plan ahead.

Three different taxes get mixed up in conversations about passing money to family. Here is what Kansas and Missouri actually charge, where federal rules take over, and what changes when property sits on both sides of the state line.

Many Cedar Rapids families sign their trust and then stop short of moving the house into it, worried the bank will demand payment. Here is what actually happens, and the steps that keep the transfer clean.

A revocable trust solves real problems for some Bettendorf families and adds cost and paperwork for others. Here are five trade-offs, with the Iowa rules that decide which side of the line you fall on.

The federal exemption climbed again this year and Iowa no longer collects a death tax of its own. Here’s what those changes mean for Iowa business owners and families, and which planning moves still earn their keep.

When only a photocopy of a loved one’s will turns up, Iowa courts follow a specific process. Here’s what families can expect, where the original is often hiding, and how to keep the problem from starting.

Being named as an executor is an honor, but it also comes with important responsibilities. Understanding what the role involves can help you prepare for the probate process and avoid unnecessary stress.

A will must meet strict legal standards in Iowa to be enforceable. From the testator’s age and sound mind to witness requirements and signatures, each step matters. Discover how working with an experienced will attorney can protect your estate plan and prevent future disputes or challenges.

Many families know they should discuss future care and legal planning, but those conversations often get delayed. Here are three common signs that it may be time to start talking about elder law before a crisis forces important decisions.

Serving as a successor trustee is an important responsibility that comes with legal obligations. This step-by-step checklist highlights common issues trustees face and explains when professional guidance may help you avoid costly mistakes.

Trusts are powerful estate planning tools that offer privacy, flexibility, and protection for your assets. They help avoid probate, reduce taxes, and provide long-term security for your loved ones. Learn how a trust can preserve your legacy and support your family with guidance from an experienced attorney.
Free monthly e-newsletter
Plain-language estate planning, long-term care, and probate articles from our attorneys. We never share your information.
Talk with one of our attorneys at a free initial consultation, at any of our six offices.