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How Does a Life Estate Work?

When you use a life estate, how does it work? What are the restrictions and who pays the property taxes and other expenses for the home?

Posted on: August 9, 2019

What Kind of Money Do I Need to Put into a Special Needs Trust for my Child?

Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.

Posted on: August 8, 2019

What Can I Do with a Trust to Help My Kids?

There are mechanisms that you can put in place through a trust to help your children become financially responsible with their inheritance.

Posted on: August 7, 2019

BEST OF OMAHA!

The annual BEST OF OMAHA voting is now open for the 2020 award season. We were privileged to be the First Place Winners in the category of Estate Planning for 2019, and we’d love to do it again with your help! Being BEST OF OMAHA fits perfectly with our mission and core values. Our MISSION […]

Posted on: July 25, 2019

How to Design an Estate Plan with a Blended Family?

No one marries with the intention of getting divorced, but about half of all marriages in the U.S. will end in divorce. Divorce and second marriages can complicate the process of estate planning and present a number of challenges.

Posted on: July 22, 2019

What Are the Basics About Trusts?

The more you read the trust, the more familiar you will become with the key provisions.

Posted on: July 19, 2019

Why is an Advance Directive so Important with Dementia?

When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.

Posted on: July 18, 2019

What Happens When the Family Fights over Personal Items or Artwork?

The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.

Posted on: July 17, 2019

Filing Taxes for a Deceased Family Member

When a financially comfortable loved one departs, a bevy of tax issues can come into play.

Posted on: July 16, 2019

Leaving a Legacy Is Not Just about Money

Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.

Posted on: July 15, 2019

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