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Jana M. Luttenegger; Davis, Brown, Koehn, Shors & Roberts, P.C.;
Legal Alert/Article June 15, 2012, previously published on June 12, 2012 Far too often, an elderly parent writes a will laying out an estate plan in detail, then opens a joint bank account "for convenience" with one child as the joint account holder. Chances are, the document signed to create that account says the bank account goes to the child upon the...
| | Can I Write My Children and/or Spouse Out Of My Will?
Jana M. Luttenegger; Davis, Brown, Koehn, Shors & Roberts, P.C.;
Legal Alert/Article April 25, 2012, previously published on April 23, 2012 The short answer is yes, you can write your spouse and children out of your will, but there is of course a "but." Multiple times recently I have found myself explaining to clients and friends just what "testamentary freedom" means in Iowa. As a general rule in the United States,...
| | Keeping Tax Records
Jana M. Luttenegger; Davis, Brown, Koehn, Shors & Roberts, P.C.;
Legal Alert/Article April 16, 2012, previously published on April 12, 2012 Now that we have all filed our taxes (or are close to filing, hopefully), what do you do with your records? How long do you keep them? How do you organize them?
| | Part 2: Are Frequent Flyer Miles Taxable Income?
Jana M. Luttenegger; Davis, Brown, Koehn, Shors & Roberts, P.C.;
Legal Alert/Article March 30, 2012, previously published on March 30, 2012 In a February post, I discussed Citibank issuing a Form 1099 to customers who received frequent flyer miles in exchange for opening a bank account. Little did I know that two months later, it would still be highly publicized. This article, also from February, has more detail on the many ways you...
| | Estate Planning For Fido?
Jana M. Luttenegger; Davis, Brown, Koehn, Shors & Roberts, P.C.;
Legal Alert/Article March 9, 2012, previously published on March 8, 2012 Estate planning for pets hit the news in 2007 when Leona Helmsley, a hotel operator and real estate developer, left most of her $12 million fortune to her dog, Trouble, leaving little to her children or grandchildren. Trouble (the dog) died in 2011, but was pampered until death with $100,000 spent...
| | Education Tax Credits
Jana M. Luttenegger; Davis, Brown, Koehn, Shors & Roberts, P.C.;
Legal Alert/Article March 1, 2012, previously published on February 28, 2012 As you work on your tax returns for last year, here is some helpful information from the IRS on the education tax credits available. The American Opportunity Credit can be up to $2,500 per student for the first four years of college, and up to $1,000 of that is refundable (meaning, even if you...
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