Wills & Life Planning

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Wills and Probate Questions & Answers

When you die in Iowa, your property can be transferred by trust, joint ownership or by naming a beneficiary for property like an IRA, insurance policy or bank account. Property can also be transferred at your death under Iowa's probate laws.

Inheritances and SSI

People who get Supplemental Security Income (SSI) know they need to report changes in income and resources to the Social Security Administration (SSA). Most people do not think they need to do anything until they actually get the money. If you get SSI and you are going to inherit something, that could create a problem. You could end up having an overpayment or even lose your SSI benefits.

Are Your Legal Affairs in Order?

Putting your legal affairs in order is important for a number of reasons. Some of the more important issues that Iowans, and especially older Iowans, should consider involve powers of attorney, living wills, and estate and Medicaid planning.

Don’t Make Things Difficult For Those You Love–Plan Ahead

Basic information about planning for the possibility of long term care or to pass resources on to your loved ones.

Know How to Hold it - Pros and Cons of Certain Types of Property Ownership

The manner in which you own your property can have important consequences. The common forms of ownership are sole ownership, joint tenancy with right of survivorship and tenancy in common. Each form of ownership has its pros and cons.

Repayment of Medicaid under Iowa's Estate Recovery Law

Iowa's Estate Recovery Law requires reimbursing the state from the estate of a person who received benefits under certain Medicaid (Title 19) programs.

What Is a Living Will?

A living will is a written document authorizing health care providers to withhold or withdraw life sustaining procedures in certain cases. A life-sustaining procedure is any medical procedure, treatment or intervention which utilizes mechanical or artificial means to sustain, restore, or supplant a spontaneous vital function, and which serves only to prolong the dying process.

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