Legacy Design Strategies
Omaha, NE, Minot, ND and Iowa Fall, IA Estate Planning and Elder Law Firm

Estate Planning and Elder Law Blog

Sort by Category:

How Do I Keep Money in the Family?

If you're single and die in 2020, you can have up to $11.58 million in assets before your heirs have to worry about paying a penny in estate taxes.

Posted on: October 27, 2020

Estate Planning for a Second Marriage and Blended Family

Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.

Posted on: October 26, 2020

Does My Estate Plan Need an Audit?

Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.

Posted on: October 23, 2020

Can a Power of Attorney Protect My Assets as I Get Older?

Many people focus on only protecting their estate from probate. However, in the big picture, probate is the least of their worries.

Posted on: October 22, 2020

Why Everyone Needs an Estate Plan

First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.

Posted on: October 21, 2020

Reviewing Your Estate Plan Protects Goals, Family

Most people wish to have more control over who and how their assets are managed than what the state laws provide, and so they draft documents that can override the Laws of Intestacy, when those laws do not match their objectives.

Posted on: October 20, 2020

Can an Inheritance Lead to Trouble for Marriages?

Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.

Posted on: October 19, 2020

Consider Funding a Trust with Life Insurance

Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.

Posted on: October 16, 2020

Avoid Estate Planning Mistakes

These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

Posted on: October 15, 2020