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:

What are the Estate Planning Basics?

Estate planning is a term generally applied to the steps taken to create a roadmap for a person’s assets when they die or become incapacitated.

Posted on: February 25, 2022

Do You Have to Go through Probate When Someone Dies?

The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.

Posted on: February 24, 2022

Does Your Will and Estate Planning Documents Need to Be Updated?

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

Posted on: February 24, 2022

How to Protect Valuable Assets in Estate Planning

Planning for your future should start after you get a job. Therefore, it is advisable to start saving a certain percentage of your salary every month and buying assets whenever you can. That will guarantee that you will have a comfortable life after retirement.

Posted on: February 22, 2022

When Does Someone Need a Guardian?

Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.

Posted on: February 21, 2022

Does the Executor Control Bank Accounts?

Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.

Posted on: February 18, 2022

What Assets Should Be Considered when Planning Estate?

From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.

Posted on: February 16, 2022

Write a Letter of Instruction for Loved Ones

Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.

Posted on: February 15, 2022

What’s the Difference between Probate Assets and Non-Probate Assets?

Non-probate assets are those assets which do not go into an estate when the owner dies.

Posted on: February 11, 2022

Can You Keep Your Children from Inheriting Your Money?

I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?

Posted on: February 10, 2022