Waterloo Estate Planning Attorneys

Protecting Your Interests & the People You Love In Iowa City & Throughout Iowa

At Ball, Kirk & Holm, P.C., we help create estate plans that protect your interests and the people you love. With proper estate planning, you can achieve peace of mind knowing that your loved ones will be taken care of and that they will not be burdened by unguided or difficult decisions, by the probate process, or by disputes between beneficiaries.

Our estate planning attorneys in Waterloo can assist you with a wide variety of legal needs, from drafting simple wills to creating completely comprehensive, custom estate plans. We know that every situation is different, which is why we work directly with our clients to find solutions that meet their unique concerns and goals. The first step in protecting your interests, your future, and your family is meeting with one of our attorneys to discuss your various options.

Give us a call at (319) 220-0416 or submit an online contact form to request a free, no-obligation consultation with our estate planning lawyers in Waterloo today. We are based in Waterloo & Iowa City but serve the whole state.

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Our Estate Planning Services

At our firm, we provide a wide range of estate planning services. We draft trusts and wills, as well as designate beneficiaries for life insurance or other assets. We also handle powers of attorney, guardianships, and healthcare directives/living wills.

Sometimes estate planning goes beyond the need for a simple will. We also have the resources to handle more complex matters, like estate planning for family farms and other small businesses, where taxation issues may be a special concern.

In addition to helping individuals create estate plans, we also assist clients in navigating the Iowa probate process. Probate is the formal process of distributing an estate following the death of an individual. In Iowa, probate may occur either with or without the existence of a will; other factors—such as the size of the estate, the type of assets, how assets were owned, and whether or not there are any claims against the estate—play a role in whether or not probate is required.

What is the Difference Between Will and Estate Planning?

The primary difference between will planning and estate planning is the complexity and depth of the process.

  • Will planning generally involves creating a last will and testament that dictates how your assets should be distributed, property-related division, etc.
  • Estate planning typically includes drafting a will, but also utilizes several different legal documents to secure your assets and provide a more detailed explanation of how your assets should be handled following your death.

Estate plans can be particularly helpful if you are worried that your will may not be executed properly or if your children are too young to inherit your assets immediately upon your death. Additionally, most estate plans can remain private after your death, rather than being made public record.

Estate Planning Tailored to Your Needs

No one estate plan works for everyone. At Ball, Kirk & Holm, P.C., our Waterloo estate planning attorneys work directly with you to create an estate plan that works for you and your family. When you visit our law office, we will take the time to sit down with you to discuss your goals. We will talk with you about the estate planning strategies that might best achieve them. Together, we will create a complete set of documents that are just right for you.

We also realize that plans can change. In addition to assisting you in creating an initial estate plan, we can also help you with modifications to a will, trust, power of attorney, healthcare directive, or any other aspect of your estate plan. In every instance, our attorneys will take the time to clearly explain your available options and inform you of potential solutions based on your specific goals.

If you are considering estate planning as a way to protect your interests and the people you care about, talk with a Waterloo estate planning lawyer at Ball, Kirk & Holm, P.C. today!

Contact us online or call our office at (319) 220-0416 to get started with a complimentary consultation. Proudly serving Waterloo, Iowa City and beyond.

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