Cindy L White & Associates

Cindy L White & Associates 26 years of helping clients and their families navigate and persevere in the legal arena.
(2)

01/01/2024

Let us be a part of your goals in 2024! Schedule a consultation with us today!

12/31/2023
If you are a business owner we can guide you in creating a succession plan.  Not having something in place can negativel...
12/29/2023

If you are a business owner we can guide you in creating a succession plan. Not having something in place can negatively affect the business and any employees you have. Call us today to get a consultation set up!

12/24/2023
When dealing with grief of losing a loved one, many decisions still have to be made.  Many of them involving funeral pla...
12/22/2023

When dealing with grief of losing a loved one, many decisions still have to be made. Many of them involving funeral planning. We help guide you to plan ahead to help your loved ones. It puts all the information you need in one place. Burial, cremation, funeral songs, cemetery plots, etc. We can help you document it all in our Legacy Binder so it is all in one place!

We have created an organizer to help you plan for after you are gone.  Clear instructions and details they will need to ...
12/18/2023

We have created an organizer to help you plan for after you are gone. Clear instructions and details they will need to carry out exactly what you want after you are gone are readily available in our Legacy Binder that is provided with every Will and Trust. Contact us today to schedule a consultation!

We all have many financial accounts that will need to be canceled or known for distribution after we pass.  Our Legacy B...
12/11/2023

We all have many financial accounts that will need to be canceled or known for distribution after we pass. Our Legacy Binder offers a place to document all of them in one spot to help your loved ones know which companies you work with.
These include things like home, auto and life insurance carriers, Health care providers, Bank Accounts, Online Accounts with passwords, Accountant information, Lawyer Information, Safety Deposit Boxes, etc.

Our goal is to help not only you but also your loved ones left behind.

After you pass, your family will still need to file a tax return for you.  Having your latest tax return easily accessib...
12/04/2023

After you pass, your family will still need to file a tax return for you. Having your latest tax return easily accessible will help them file that return. Along with that, having your Marriage and/or Divorce Decrees readily available will also be important. Our Legacy Binder will help you have these documents readily available to aide your loved ones during their grief.

It is important to easily have available all account information so your loved ones know where to find them.  With our L...
11/27/2023

It is important to easily have available all account information so your loved ones know where to find them. With our Legacy Binder we help you make it easier on your loved ones when they are handling your affairs along with their grief.
The Legacy Binder is given to all our will and trust clients to help guide them in making decisions and keeping their papers organized.

11/23/2023
A financial power of attorney is a legal document enabling you (the principal) to delegate financial decision-making rig...
11/21/2023

A financial power of attorney is a legal document enabling you (the principal) to delegate financial decision-making rights to a trusted individual (the agent). This agent then becomes responsible for various tasks divided into clear-cut responsibilities such as:

Managing bank accounts
Paying bills
Investing money
Filing taxes
Selling properties

As an example, suppose the principal suffers a sudden illness that leaves them unable to manage their financial matters. The agent, through the POA, can step in to ensure the continuation of crucial financial activities such as paying bills on time, managing investments and handling tax returns, thereby preventing financial loss and ensuring the principal’s interests are protected.

The healthcare power of attorney form is a legal agreement between two parties:A principal: Someone who assigns a repres...
11/17/2023

The healthcare power of attorney form is a legal agreement between two parties:

A principal: Someone who assigns a representative in medical emergencies.
An agent: An individual who steps in when the principal can't make decisions about their health care.
In the most basic form, a healthcare power of attorney essentially says, "I want this person to make decisions about my health care if I am unable to do so."

A living will is a legal document that tells others what your personal choices are about end-of-life medical treatment. ...
11/14/2023

A living will is a legal document that tells others what your personal choices are about end-of-life medical treatment. It lays out the procedures or medications you want—or don’t want—to prolong your life if you can’t talk with the doctors yourself.

Daylight saving time ends.  Do not forget to set your clocks back!
11/04/2023

Daylight saving time ends. Do not forget to set your clocks back!

Join us at our new location for Trick or Treat.207 S Main St Woodward, IA
10/31/2023

Join us at our new location for Trick or Treat.

207 S Main St Woodward, IA

The second important document you may need is a Revocable Living Trust.A revocable living trust is a common estate plann...
10/30/2023

The second important document you may need is a Revocable Living Trust.

A revocable living trust is a common estate planning tool. As the name suggests, a revocable living trust can be revoked or modified at any time during the settlor’s lifetime. The settlor will be named as the trustee of the living trust. The trustee of a revocable living trust maintains control of the property in the trust, as well as control of the trust itself. A revocable living trust also requires that a successor trustee be named to manage the trust once the trustee is deceased. Suppose the revocable living trust is a shared living trust, which is common practice among spouses. In that case, the successor trustee takes over after both spouses are deceased.

We also can discuss if an irrevocable trust would fit your situation better. Which may have some tax advantages. Let us know if we can set you up with a free consultation.

Over the next several weeks we will be highlighting the important documents everyone needs.  WILL:Regardless of our age,...
10/24/2023

Over the next several weeks we will be highlighting the important documents everyone needs.

WILL:

Regardless of our age, financial situation or where you are on the path of life, you need a will. Many people believe they are too young to have a will or I don't need a will because I don't have anything, however your situation is always changing and unfortunately we all know people who have died far too young. And further you feel you may not have assets today, but that may or may not hold true in the future. Our loved ones left behind want to ensure they are following your wishes and a will is the best way to make that easier for them to do.

If you have children, without a doubt a will needs to be mandatory to ensure your children will be taken care of after you pass. It will lay out how you want them taken care of both in the physical and financial sense.

Feel free to direct message us to talk further or set up an appointment for a free consultation to further discuss a will package.

12/05/2022

High Trestle Bridge is considered the shining star of Iowa’s trail system. The design of the bridge was inspired by artistic bridges in Fairfield, Iowa and Tucson Arizona. In fact the bridge was listed as one of BBC’s “eight amazing footbridges ” in 2015!
How cool is that!
📸: Naturalist Kyle

10/08/2022

Sept. 28-Oct. 13, 2022 in Iowa City, Iowa

Friday sunrise over the high trestle trail in Madrid.
10/07/2022

Friday sunrise over the high trestle trail in Madrid.

03/24/2022

Rural Summit 2022 Agenda Monday April 11 Pre-Conference Opportunities (choose one) 12:00-5:00 Rural Housing Readiness Assessment Workshop, Garden Room, Reiman Gardens, 1407 University Blvd, Ames, IA 50011. Lunch included. Register for this event at https://go.iastate.edu/HBGUGL 2:30-4:30pm: Tour Iow...

12/28/2021

🎂 🎉 Happy birthday, Iowa! Here's how the state is celebrating 175 years: https://bit.ly/3z4xm6Y

12/09/2019
04/09/2019

Again, PLEASE drive on the right except to pass. There really is science, sanity and the law behind it. Share with anyone that you think needs to remember this.

01/17/2019

A naive leader might think that they know best. They might think that they have all the right answers, and that everyone should just follow what they say.

Address

207 S Main Street Suite 1
Woodward, IA
50276

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15159164824

Alerts

Be the first to know and let us send you an email when Cindy L White & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Videos

Share