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National Healthcare Decisions Day is April 16

On National Healthcare Decisions Day Sponsor of The Conversation Project, The Institute for Healthcare Improvement reminds the public of the importance of having conversations and documenting our healthcare wishes for the future. Advance care planning or an advance directive is a legal document that states a person’s preferences for medical treatment, medical decision-making and end-of-life […]

Posted on: April 16, 2023

Does ‘Spousal Impoverishment’ Protect against Medicaid Recovery?

Seventy percent of those who reach age 65 will need long-term care services or expensive in-home nursing care, and 42% of it nationwide is paid for by Medicaid.

Posted on: April 13, 2023

Estate Planning for Your Digital Legacy

One aspect of your Omaha estate plan that you may not yet have taken into consideration is your digital legacy. Arranging what happens to your digital assets and information when you pass away has become an increasingly essential component of financial literacy — and comprehensive estate planning. According to Pew Research, the number of adults in […]

Posted on: April 11, 2023

When Should I Begin Estate Planning for the Farm?

Far too many people wait to plan until they are in their 70s. Unfortunately, not all of them make it to age 70, and not having a plan can create a lot of unnecessary tension.

Posted on: April 11, 2023

Should You Give Your Children an Inheritance Now?

Retirees should secure themselves first, and if you’re all set there, then consider a few other things, such as the impact on the children and tax issues.

Posted on: April 6, 2023

Transferring Real Estate to Children

For many parents, transferring real estate to their children is an important part of their estate planning process. There are several ways that parents can do this, each with its own advantages and disadvantages.

Posted on: April 4, 2023

Think Strategically when Creating Estate Plan

Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs.

Posted on: March 30, 2023

Why Do I Need a Will?

Just under half of Americans have a will, according to data from Gallup. J.P. Morgan Wealth Management data suggests that this number may even be lower, especially among Black and Hispanic investors.

Posted on: March 28, 2023

What Makes Americans Worry about Estate Planning?

One-quarter of Americans said inflation has caused them to think about estate planning, the survey said. Two out of three Americans said they don’t have any kind of estate planning documents.

Posted on: March 27, 2023