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

Legacy Design Strategy's Blog

Request a Consultation

Sort by Category:

How Is the Inheritance Tax on My Estate Paid?

Most of my money is in investments, and most of my beneficiaries will face the inheritance tax when I die.

Posted on: July 20, 2020

Elder Financial Abuse Risk Increasing for Seniors Isolated by Pandemic

Each year, senior citizens lose billions of dollars to financial fraud, with the loss to individual victims averaging tens of thousands of dollars.

Posted on: July 17, 2020

What Is a Power of Attorney?

One essential component of your financial plan involves designating power of attorney to someone you trust, in case you are incapacitated or unable to complete a task on your own.

Posted on: July 8, 2020

Elder Financial Abuse Fraud Occurs, When No One’s Watching

Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if an attentive financial advisor hadn't noticed the large IRA distributions that were allegedly stolen right from under a matriarch’s nose.

Posted on: July 7, 2020

Should I Have an Advance Directive in the Pandemic?

If you get COVID-19 and struggle to breathe, would you want to be put on a ventilator? Whatever your answer, ask yourself another question: Who would make your wishes clear, if you couldn’t speak for yourself?

Posted on: July 3, 2020

How Can You Disinherit Someone and Be Sure it Sticks?

Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.

Posted on: July 1, 2020

Why are Medicare Scams Increasing in the COVID-19 Pandemic?

The concept of financial scams isn't a new one. Unfortunately, seniors tend to be particularly prone to them in general. Introduce a pandemic, and you have the makings for financial ruin among our country's most vulnerable.

Posted on: June 18, 2020