New YEAR, New PARTNER! Welcome Melissa!!!!

Melissa Hancock Melissa Hancock is a native of Durant, Iowa and now resides in Davenport with her family. She graduated magna cum laude from Loras College in 1998. She received her law degree with distinction from the University of Iowa College of Law in 2002. She is...

November News…

Starting in 2026, taxpayers who elect to take the standard deduction on their 1040 Tax Return will be able to claim a deduction for charitable cash contributions. The limits of this deduction are $1,000 if you are a single filer (or married filing separately), or...

Fall- a season for change…

On July 4th, 2025, The One Big Beautiful Bill Act (OBBBA) was signed into law by President Trump. The bill makes several changes to the tax code set to take effect next year, which have meaningful implications for estate planning. The following are some effects of the...

June Jargon

If something happened to you tomorrow, would your family know where to find your estate plan? One simple but often overlooked step is making sure your estate planning binder is stored in a safeplace—and that your named Trustee (or Executor) knows exactly where to find...