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Estate Planning

The SECURE Act and How it Effects Beneficiaries

The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed in December 2019.  Since being signed into law, the SECURE Act has had a significant impact on Americans’ retirement benefits and long-term retirement savings.  This Act, most importantly, has had a major effect on …

What You Need to Know About Nebraska’s Inheritance Tax

Did you know that Nebraska is one of only six states in the United States that has an inheritance tax?  What exactly is an inheritance tax?

Well, according to Nebraska law (almost) all property that passes by Will or by intestate laws (i.e. if there is no Will) from …

Nebraska Medicaid Estate Recovery – What You Need to Know!

Are you or a loved one receiving Medicaid benefits from the State of Nebraska?  If so, it is important to understand how Medicaid Estate Recovery in Nebraska works.

So, what exactly is Medicaid Estate Recovery?  This program was established by State and Federal law to recover Medicaid assistance from …

Nebraska Does Not Get Your Property if You Die Without a Will, BUT YOU SHOULD HAVE A WILL!

One common misconception about passing away is that the state you live in will get your belongings and property (your “estate”) if you die without a Will. This is not true. Each state has statutes governing what happens to a person’s estate if he or she dies without a …

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