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Estate Planning

November 11Estate Planning

What is an “Estate Plan”?

Estate planning usually consists of a few different documents that have different purposes. Estate plans can become complicated, depending upon the types of assets you have and what you want done with them.

A common estate plan includes the following documents:

Will Durable Power of Attorney Healthcare Power of…

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 …

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