Estate Planning in the State of Iowa
Estate Planning involves setting up a plan that establishes who will eventually receive your assets. It also makes known how you want your affairs to be handled in the event you are unable to handle them on your own for any reason. It’s a complicated process, and it can definitely feel overwhelming. There are many components to Estate Planning, and while there’s a common misconception that it’s just about your finances, the truth is there’s a lot more to it.
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Creating an Estate Plan is often an uncomfortable and unpleasant subject. The attorneys at the Viner Law Firm in Cedar Rapids, Iowa, strive to provide thorough, professional service in assisting clients in making sure their wishes are carried out, that tax consequences are minimized, and complex family or financial situations are addressed. The Viner Law Firm also creates Powers of Attorney to assist clients while they are still living. The standard estate plan will include a Last Will and Testament and Powers of Attorney (Durable General and Health Care, including a Living Will).
ESTATE PLANNING PROCESS
There’s no denying that Estate Planning seems like a daunting chore, but it’s something we all need to face. We’ve broken the process down into easy-to-understand sections.
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The standard estate plan will include a Last Will and Testament and Powers of Attorney (Durable General and Health Care, including a Living Will).
More complex estate plans may include trusts or other planning. Our team also assists clients in amending previous planning documents.
Clients can expect two meetings with Viner Law: an initial consultation, and a final meeting in which the Estate plan is signed. Before the initial consultation, we provide a questionnaire to assist the clients in thinking about their wishes so the initial consultation goes smoothly. After the initial consultation, your attorney will draft an estate plan crafted to the client’s specific wishes, and sends to the client for review. When the client reviews the estate plan, they should notify us of any changes by email or telephone before making an appointment for the estate plan signing appointment.
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During the administration of an estate or trust, your attorney will help guide the personal representative (Executor, Administrator or Trustee) through the process, from the decision of what process is necessary to the closing of the estate or trust. We assist with not only valuing the estate & calculating the distributions to creditors and beneficiaries, but also completing the tax returns rather than outsourcing.
IOWA'S ESTATE PLANNING LAW EXPERTS
If you are in need of Estate Planning Services, Viner Law Firm PC provides estate planning services, including drafting wills and trusts to meet your needs. We understand that afterlife planning is a sensitive topic so we will listen to your requests and assist you with the personal attention you deserve.