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What Happens When the Family Fights over Personal Items or Artwork?

The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.
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Posted on: July 17, 2019

Filing Taxes for a Deceased Family Member

When a financially comfortable loved one departs, a bevy of tax issues can come into play.
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Posted on: July 16, 2019

Leaving a Legacy Is Not Just about Money

Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.
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Posted on: July 15, 2019

Government Programs That Can Pay for Some Caregiver Services

The government realized it can be far less expensive to provide services that allow a person to continue living at home, rather than pay for residence in a nursing home.
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Posted on: July 12, 2019

What Do I Need to Know About Special Needs Trusts?

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.
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Posted on: July 11, 2019

How To Avoid Senior Financial Abuse

After decades of financial independence, many adults cannot imagine a future in which they can no longer perform daily financial tasks without help.
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Posted on: July 10, 2019

Business Owners Need Estate Plan and a Succession Plan

If you own a business, you’ve always got plenty to think about: sales, marketing, employees, competition, industry trends and consumer preferences. The list goes on and on.
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Posted on: July 9, 2019

Think of Estate Planning as Stewardship for the Future

Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.
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Posted on: July 8, 2019

What’s Not Covered by Medicare?

It's important to understand that Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage.
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Posted on: July 5, 2019

What Do I Need to Know About Trusts?

A trust can be a vital component in an estate plan.
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Posted on: July 4, 2019
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Office Locations

Omaha, NE Office

9859 South 168th Avenue,
Omaha, NE 68136

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Minot, ND Office

7 Third Street SE, Suite 202,
Minot, ND 58701

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Iowa Falls, IA Office

320 North Oak Street, PO Box 295,
Iowa Falls, IA 50126

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Some Of The Areas We Serve

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Omaha, NE Office

9859 South 168th Avenue,
Omaha, NE 68136

Minot, ND Office

7 Third Street SE, Suite 202,
Minot, ND 58701

Iowa Falls, IA Office

320 North Oak Street, PO Box 295,
Iowa Falls, IA 50126

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