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What Estate Planning Documents are Used to Plan for Incapacity?

One of the most important estate planning documents for all persons over the age of 18 to consider is a durable power of attorney.
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Posted on: May 6, 2022

When are You Required to File a Gift Tax Return?

The IRS wants to know how much you’re gifting over the course of your lifetime. This is because while gifts may be based on generosity, they are also a strategy for avoiding taxes, including estate taxes, reports The Street in a recent article “Do I Need to File a Gift Tax Return?” Knowing whether you…
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Posted on: May 5, 2022

What Needs to Be Reviewed in Estate Plan?

Here are some important parts of your estate plan that should be reviewed.
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Posted on: May 4, 2022

Special Needs Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
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Posted on: May 3, 2022

Just What Is in an Estate Plan?

Unfortunately, death doesn’t just happen to other people. We should all get our affairs in order, so that our loved ones can focus on grieving and moving on once we pass.
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Posted on: May 2, 2022

Does an Elder Orphan Need an Estate Plan?

This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
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Posted on: April 29, 2022

Can My Ex Get Some of My Estate?

Resist the urge to use your will for vengeance
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Posted on: April 28, 2022

Can I Avoid Probate?

If you don’t have a will and an estate plan, probate is an after-you’ve-gone legal struggle. It could last months, if not years, in a battle over what you intended your family (or friends) to have: your estate!
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Posted on: April 27, 2022

Is Succession Planning Necessary for Family Business Entities?

While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.
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Posted on: April 26, 2022

Do Single People Need Estate Planning?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, familial connections, or interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
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Posted on: April 25, 2022
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Office Locations

Omaha, NE Office

9859 South 168th Avenue,
Omaha, NE 68136

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Minot, ND Office

7 Third Street SE, Suite 202,
Minot, ND 58701

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Iowa Falls, IA Office

320 North Oak Street, PO Box 295,
Iowa Falls, IA 50126

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Some Of The Areas We Serve

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Omaha, NE Office

9859 South 168th Avenue,
Omaha, NE 68136

Minot, ND Office

7 Third Street SE, Suite 202,
Minot, ND 58701

Iowa Falls, IA Office

320 North Oak Street, PO Box 295,
Iowa Falls, IA 50126

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