estate management

Iowa Fiduciary

Refresh Your Estate Plan with Johnson Wealth and Income Management

Think your estate plan is a one-and-done task? Think again.  January is arguably the best time to refresh your estate plan. If “getting organized” was one of your New Year’s resolutions, organizing your estate plan should be a part of that goal. Here’s what you need to know to get started with Johnson Wealth and […]

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how to update my estate plan

Knowing When to Update Your Estate Plan

Many Iowans think Estate Planning is a one-and-done task. But updating your plan as circumstances change could prove fundamental in preserving your loved ones later down the line.  Families change, assets change, relationships change and legislation always seems to be in flux, so keeping your estate plan current is an ongoing priority. Let’s look at

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estate planning

5 Reasons You Should Manage Your Estate Before Retirement

This year, estate and legacy planning will be more important than ever because of changes to inheritance rules and tax laws that went into effect last year and other changes that could be coming. The good news is that many people are not likely to see their income taxes raised for the foreseeable future.  It’s

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