What Are the Biggest Estate Planning Questions I Need to Answer?
The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans. Afterall, they’re not rich, so why make the effort?
Protecting Your Family’s Inheritance
We all want the best for our family. We work hard to provide for them. Make sure your hard work continues to provide for them once you are gone, by investing in thoughtful estate planning.
What Estate Planning Documents Do I Need, When I’m Diagnosed with a Serious Illness?
If you or a loved one is living with a chronic disease, such as Parkinson’s, multiple sclerosis, or Alzheimer’s, your estate planning likely should reflect that challenge.
Avoiding a Family Feud When Choosing a Power of Attorney
Deciding who gets the power of attorney is an important step for parents looking to organize their estate and plan for a future without them.
What is Portability and How Does It Impact Estate Planning?
There is often a great deal of confusion about the term “estate taxes” when someone passes away. What exactly are they? Who pays them? When are estate taxes due? How do they get paid and to whom?
How Does a Life Estate Work?
When you use a life estate, how does it work? What are the restrictions and who pays the property taxes and other expenses for the home?
What Kind of Money Do I Need to Put into a Special Needs Trust for my Child?
Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.
What Can I Do with a Trust to Help My Kids?
There are mechanisms that you can put in place through a trust to help your children become financially responsible with their inheritance.
BEST OF OMAHA!
The annual BEST OF OMAHA voting is now open for the 2020 award season. We were privileged to be the First Place Winners in the category of Estate Planning for 2019, and we’d love to do it again with your help! Being BEST OF OMAHA fits perfectly with our mission and core values. Our MISSION is to help families design, share and preserve their legacy for future generations, through careful legal planning and lifetime relationships. Our core values include: • Legacy – our work is significant because every client’s legacy is significant • Integrity – we honor our word • Excellence – we hold ourselves accountable to the highest standards of service • Family – families are at the center of everything we do We strive to be the best, not only in Omaha but throughout the eight states where we serve clients with estate, business, and elder law planning solutions. Would you be so kind as to vote for us for the next Best of Omaha event? You can register here: http://bestofvoting.com/register.aspx Thanks very much for your support!
How to Design an Estate Plan with a Blended Family?
No one marries with the intention of getting divorced, but about half of all marriages in the U.S. will end in divorce. Divorce and second marriages can complicate the process of estate planning and present a number of challenges.
