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Do Family Secrets Hurt Estate Planning?

A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…
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Posted on: March 22, 2023
probate attorney

Probate: What Is it? How Does it Work?

In certain instances, particularly when there is no Will, the system ensures that all accounts and property are distributed in accordance with state law.
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Posted on: March 21, 2023

How Should I Handle Memorabilia in My Estate Planning?

Memorabilia collections, by their nature, are specialized and unique. When considering your estate planning, it's important to think about what you require of your beneficiaries — if you’re not planning on selling your collection — and how you can make that process as easy as possible for your family. What will your spouse or children have to deal with as they dispose of the items?
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Posted on: March 20, 2023
Estate planning

What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
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Posted on: March 17, 2023

Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
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Posted on: March 16, 2023

What Strategies Minimize Estate Taxes?

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.
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Posted on: March 14, 2023

Does Divorce Have an Impact on Estate Planning?

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.
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Posted on: March 13, 2023

How Do I Leave Assets for Heirs?

No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.
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Posted on: March 9, 2023

What are Some Best Practices for a Trustee?

Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
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Posted on: March 8, 2023

Can a Power of Attorney Withdraw Money from Bank Account?

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.
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Posted on: March 7, 2023
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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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