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IVCE offers estate planning courses

MARSHALLTOWN – It’s never too soon to start planning for your future and your families. Iowa Valley Continuing Education is now offering three different estate planning courses for young families and for those retiring soon.

Estate Planning for Young Families will be held on Thursday, February 28 from 5 to 6:30 pm. This course will help answer such questions: Do I need a will? Who will be the legal guardian for my children if I die? Do I need to set up a trust for my kids? How much life insurance is enough to ensure my family’s security? How should I start saving for emergencies, a house, retirement? Are on-line documents OK? These are all questions that young families face. Come and get some answers. Due to the sensitivity of some of the topics, children should not be present for this course. Class will be held at IVCE in room 608.

Retiring Soon? – An Alternate View will be held on Thursday, March 7 from 6 to 8 pm. Thinking of retiring in the next few years but are confused by all the advice? A realistic discussion about when to take Social Security, Medicare and Supplemental insurance, Roth and Traditional IRA distributions, continuing to work and the income tax consequences of each. You will hear examples, numbers and some suggestions you will never get from the popular media and traditional advisors. This is not a sales pitch. There will be time during class for questions. Class will be held at IVCE in room 612.

Estate Planning for Empty Nesters will be held on Thursday, March 21 from 6 to 8:30 pm. Often thousands of dollars in taxes and fees can be avoided by good planning. This program will provide information to help you work more effectively with your professional and legal advisors. The topics include: property ownership, wills, federal and Iowa inheritance taxes, gifting, nursing home insurance and planning, trusts, and gift taxes. This program is beneficial to everyone, not just farmers. The instructor is a lawyer who has been dealing with these issues for 35 years. Class is located at IVCE in room 608.

Cost of each class is $30 or $20 for a couple. Register online at or call IVCE at 641-752-4645 or 800-284-4823.

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