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

Estate Planning and Elder Law Blog

Request a Consultation

Sort by Category:

Do You Need a Will or Trusts or Both?

A traditional will could be the simplest but not necessarily the best way to pass on your legacy.

Posted on: October 6, 2023

Tasks to Be Done After a Loved One Passes

Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.

Posted on: September 29, 2023

Why are Contingent Beneficiaries Important?

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.

Posted on: September 25, 2023

Unmarried? What You Need to Know about Estate Planning

Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.

Posted on: September 22, 2023

How Can I Successfully Transfer My Business to My Children?

Whether planning as the predecessor or the next generation, having the right processes — and partners — in place will set up the transition for success.

Posted on: September 12, 2023

young male and female feud on inheritance

Minimize Family Feuds about Your Inheritance

The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.

Posted on: September 8, 2023

How to Pass on Family Heirlooms with Fewer Estate Battles

There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.

Posted on: August 29, 2023

young couple enjoying a coffee and a laugh with the parents

How to Speak With Mom and Dad About Estate Planning

Estate planning is an activity many families, especially in lower-income communities, don't often use, despite its many benefits. Two-thirds of Americans don't have a will, according to the 2022 Caring.com survey.

Posted on: August 23, 2023