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Matthew Gardner
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43 followers
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Intentional Interference With Inheritance - Estate of Boman (2017)
You gotta love email.  In seconds, I can transmit a message around the globe to one person or to hundreds of people, or I can share a photo of my dog, Georgia.  Or you can email your parents' attorney and tell the attorney what changes to make to your paren...
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Take That Step
This past year, I had the opportunity to go skydiving. What a blast! I had wanted to skydive for a while so I was anxious to jump out. However,  when you are on the edge of the plane door, looking out at the ground several thousand feet below you, a slight ...
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Avoid Inheritance Taxes in Iowa? Adopt that Nephew!
Adoption can be a wonderful thing.  My niece, in this picture, is adopted and she is a wonderful addition to our family.  However, adoption can have some funky applications in the estate planning world.  A recent ruling from the Iowa Supreme Court was inter...
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POA Planning for College-Bound Students
It is hard to believe that my oldest daughter is heading off to college this week at Drake University .  I'm excited for her as she starts this next journey in her life.  In addition to getting all of the necessary supplies, such as towels, laundry bags, bo...
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Second Marriages and Estate Planning
Not every marriage works out.  Duh.  Sometimes, after one ends, another marriage begins and several challenges begin.  You have the challenges of "mixing" families together, learning about snoring patterns, and discovering a new person.  You also frequently...
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Gaining--Not Losing Power--With Immediate Power of Attorney Authority in Iowa
A financial advisor recently reached out to me regarding the impact of a Power of Attorney document concerning financial matters.  In particular, the question was whether the person signing the document (the "principal") loses any power or authority once th...
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Estates in Iowa: Do I Really Need to Go Through Probate?
A common issue that pops up with family members after someone dies is "do we need to go through probate?"   To answer that question, there are series of follow-up questions to be answered first.  To start the process, you should have a list of the assets in...
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Break Out the Balloons - It is National Estate Planning Awareness Week!
Every year I count the days down to this week.  Well, not really.  But it does serve as a regular reminder about the need to address the basics of estate planning.  Despite my best intentions, there continues to be a large portion of Americans that don't ha...
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Changes to the 2015 Iowa Probate Code - Authority of Representative to Get Financial Details
One of the convenient & powerful changes to the Iowa Probate Code from the 2015 legislative session involved the authority of a court-appointed representative to get information or access to financial information or assets.  Iowa Code section 633.78 was rev...
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