News - 2023

• What's the Difference? Legal Custody vs. Physical Custody – A Summary

  posted on 11/21/2023

  In family law, custody is a major topic. Many parents recognize the term custody and that the Courts submit orders establishing custody, and in many cases, child support. However, there are two types of custody in family law. Family law cases, such as divorce, legal separation, and custody disputes, may address both legal custody and physical custody.

• The Importance of Having an Estate Plan

  posted on 4/14/2023

  The importance of having an estate plan or will done provides peace of mind and many other benefits.

• Payable on Death Beneficiary Account: What You Need to Know

  posted on 4/14/2023

  Explanation of payable on death accounts and whether using them is right for your estate plan.

• FINRA Panel Orders Financial Advisor to Pay $5,769,227 in Damages

  posted on 1/20/2023

  FINRA Arbitration panel orders Independence financial advisor to pay $5,769,227.00 to claimants for fraud, misrepresentation and Violations of Iowa Securities Act.