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Blogs


Latest Blog Posts

This Story Has Stuck With Me for Years

Posted on: December 14th, 2015
Some stories just stay with you... this one always reminds me (Jerry) of why I do what I do....

Forever in Their Hearts: Preserve Your Family Legacy Now

Posted on: December 8th, 2015
There nearly always comes a time after losing a loved one that we wish for just one more chance to ask a few questions. Here are 10 questions to get you started on preserving your legacy......

Medicaid Planning: Should I Give It Away or Put It In a Trust?

Posted on: November 17th, 2015
Many people give away assets as a strategy for Medicaid Planning, but there are 8 key benefits we think they miss by not considering an irrevocable trust....

7 Things to Consider When Planning For and Preserving the Family Farm

Posted on: November 11th, 2015
The family farm is a sacred asset for many Midwest families. The heritage and legacy of these families started on farms, and there are deep roots tied to the preservation of the land. Read on for 7 things to consider when planning for and preserving the family farm......

Do I Need a Retirement Trust?

Posted on: October 14th, 2015
Retirement assets like IRAs and 401ks need special consideration when it comes to your estate plan. Retirement trusts can help....

The 2nd Greatest Threat to Your Estate Plan

Posted on: October 13th, 2015
You could create the best estate plan ever, but if it is not properly funded, then it won't be successful....
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