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What Does Portability Mean, and How Do I Use It?

Portability first emerged as an estate planning strategy in 2011 and 2012 from the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. It was made permanent by the American Taxpayer Relief Act of 2012.
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Posted on: December 18, 2019

Can You Explain the Concept of Step-Up Basis?

There are several tax concepts that are important for real estate investors, but for many people, step-up in basis is one of the least understood.
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Posted on: December 17, 2019

I’ve Inherited an IRA – Now, What about Taxes?

One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
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Posted on: December 16, 2019

What If Only One Parent Is Willing to Plan?

My parents are in their 70s and they don’t have anything planned. I’ve spoken with them about the importance of planning.
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Posted on: December 13, 2019

What Should I Keep in Mind, When I Remarry?

When you remarry, you're not only combining residences with your new spouse, you're also merging your finances. If you have children, it may involve some financial-related stress. For instance, you might need to factor in child support payments or consider whether your new marriage will impact your children's inheritance.
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Posted on: December 12, 2019

How Do Special Needs Trusts Work?

The most common question faced by special needs parents and caregivers is, ‘What will happen to them, if I am not here?’
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Posted on: December 11, 2019

What Can I Do with an Inherited 401(k)?

An inherited 401(k) is simply a 401(k) that’s been passed on to a beneficiary on the death of the account owner. If the original 401(k) owner is married, the inheritor is usually their spouse. The exception to the rule is if their spouse signs a waiver allowing them to name someone else as their plan beneficiary.
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Posted on: December 10, 2019

How Veterans Benefits Can Help Pay for Senior Care

You should not delay in applying for a VA pension. It takes about nine months, on the average, to go through the application process and get approval of your VA pension request.
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Posted on: December 9, 2019

What Is an Ethical Will and Do You Need One?

An ethical will—also referred to as a legacy letter—can be a valuable complement to your legal will, as well as a wonderful gift to your family or other loved ones.
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Posted on: December 6, 2019

Protect the Family Farm with Advance Planning

Planning for your farm’s future has never been more urgent. With one-third of United States farmers older than age 65, it’s estimated that 70% of farmland will change hands in the next 15 years.
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Posted on: December 6, 2019
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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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