Polk County, Iowa, has started a new program to offer free legacy planning services to residents. The goal is to help families protect their assets and build wealth for future generations. The program is a partnership with the national nonprofit Cities for Financial Empowerment Fund (CFE Fund). Services are available at the Polk County Financial Empowerment Center in Des Moines. Residents can schedule appointments online or by phone.
The legacy planning program aims to address a gap in financial preparedness. Research shows that nearly 70 percent of Americans do not have a will or estate plan, even though most own assets like bank accounts, retirement funds, or homes. The program offers help with adding beneficiaries, creating wills, and setting up powers of attorney. It is designed to help families secure their financial future.
Matt McCoy, Chair of the Polk County Board of Supervisors, said the initiative is important for families planning for the future. He noted that free services can make it easier for residents to protect their assets and provide for their families…