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In Estate Planning, Fair and Equal are Different

We all have witnessed how children have a difficult time understanding why one sibling was treated differently. To overcome this, parents will make the well-intentioned mistake that fair and equal are the same.

Posted on: October 9, 2019

The Conversation with Your Doctor, Estate Planning Lawyer and Family Members

The best way to ensure that they know and understand your wishes, is to take a copy of your advanced healthcare directive or living will with you to your next check up and talk to your physician about it, then ask them to keep the copy on file.

Posted on: September 9, 2019

Can a Trust Be Amended?

In their trust they leave each other their share upon death and then I would be trustee when my last parent dies. I’m really concerned about this whole deal.

Posted on: September 3, 2019

Dissolving the Mystery of Probate

Probate is not always an efficient process. However, it is the way to properly dispose of an individual’s property after they have died. It gives the necessary stamp of approval that the will is legitimate, and the executor has been confirmed.

Posted on: August 19, 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

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

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

What Should I Look for in a Trustee?

Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.

Posted on: July 3, 2019

Common Estate Planning Mistakes to Avoid

Here are a few things to avoid on your way to an appointment with a qualified estate planning attorney to discuss your own estate plan, and a couple of others to keep in mind once you get there.

Posted on: June 18, 2019

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