Estate Planning, Wills & Trusts

Encompasses the Accumulation, Conservation and Distribution of Assets

Estate planning is essential for individuals interested in protecting assets from one generation to the next. Our attorneys provide individualized counseling and advice for your specific situation and are well versed in traditional and non-traditional estate plans that are unique to each person. We will work with you to develop an estate plan that achieves your objectives.

Estate Planning

We will carefully explain the different strategies for accomplishing your goals, including the implementation of wills or trusts, the retitling of assets to avoid probate, or the use of lifetime gifts. Once you have determined the approach you want to take, we will prepare and execute the documents you need to put your plan in place, including:

  • Wills and trusts: revocable or irrevocable, living or testamentary, charitable, bypass, family, grandchildren or other special needs trusts

  • Powers of attorney: general powers of attorney as well as health care powers of attorney

  • Living wills: health care directives spelling out your wishes about life-support and related issues when you are unable to speak for yourself

DBSH's estate planning attorneys will help integrate tax planning strategies, as well as provisions to address Medicare or Medicaid eligibility and expenses. If you have minor children or others who lack capacity to make their own decisions, we can help you put a guardianship or conservatorship in place.

Estate (Probate) Administration

Our attorneys also handle the administration of estates after an individual passes away through the probate process. Our attorneys confer with members of a decedent’s family on the various issues, including: 

  • Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
  • Making insurance claims
  • Preparation of final income tax returns and the estate’s federal and state income tax returns
  • Arranging for the distribution of the estate’s net assets
  • Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions. 

Trust Administration

Our attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts. 

Contact a Waterloo Estate Planning or Probate Attorney

Whether you are want to memorialize your estate plan or are dealing with a loved one's estate proceedings, our attorney can offer services and advise to ensure distribution of an estate goes smoothly. Call us at (319) 234-4471 or contact us online to schedule an appointment with one of our knowledgeable Iowa estate planning or probate attorneys. You can also submit an Initial Consultation Form, which allows our attorneys to assist you more efficiently. 

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