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Estate Planning

Estate Planning in Nebraska and Western Iowa

Estate planning is not only for wealthy individuals or aging individuals. Estate planning is a vital step in ensuring your financial wellbeing and your family’s financial wellbeing during your lifetime, and after you pass away. The Nebraska estate planning lawyers of Berkshire & Burmeister assist individuals, couples, and families with the sensitive, personal, and essential questions surrounding estate planning.

Nebraska Estate Planning Attorneys Help You Protect Your Long-Term Interests

With a comprehensive estate plan, you can accomplish many of your financial goals, as well as ensuring that the legacy you build remains intact for generations to come. Advantages of estate planning include:

  • Ensuring Protection for Minor Children
  • Asset Protection
  • Reduction of Tax Liabilities
  • Provide for Family, Friends, and Charitable Organizations
  • Minimize Expenses and Time in Probating an Estate
  • Ensure Property is Distributed According to Your Wishes
  • Provide for Individuals with Special Needs
  • Leave a Legacy for Grandchildren
  • Establish Various Trusts to Enhance Estate Plans
  • Avoid Probate Process for Certain Assets
  • Coordinate Retirement Planning
  • Long-Term Care Planning and Incapacitation Planning

Without a will, your estate is administered according to the intestate laws in Nebraska or Iowa. Do not let the state make personal decisions for you and your family. Contact our Nebraska estate planning attorneys to discuss the estate planning documents you need in place right now to protect yourself and your family.

Comprehensive Estate Planning Checklist

Our goal is to use the estate planning tools available to develop a strategy to accomplish your desires and goals. However, we first need to get to know you better.

The legal team at Berkshire & Burmeister works with each client to tailor an estate plan that meets their needs and goals. We begin by learning about you and your family. We discuss what is most important to you and what you want to accomplish with an estate plan. Through in-depth conversations, our attorneys help you identify specific needs and goals to address. We then use various estate planning documents to provide a legal framework to meet those needs and goals.

A sample estate planning document checklist that we discuss with clients include:

  • Last Will and Testament
  • Durable Power of Attorney (financial power of attorney)
  • Revocable and Irrevocable Trust Agreements
  • Health Care Power of Attorney
  • Living Will
  • Advanced Health Care Directive
  • Beneficiary Designations
  • Titling Property Correctly
  • Business Succession Plans

You may or may not need all of the above estate planning documents to accomplish your goals. It is our job as your Nebraska estate planning attorney to ensure that you have the legal documents in place to ensure your plan is binding on all parties. We use the knowledge, experience, and skills we have amassed through decades of experience as estate planning attorneys in Nebraska and western Iowa to help you implement your wishes.

Updating and Revising Estate Plans

Our lawyers also assist clients who need to update and revise estate plans. Even if you have not experienced a major life event that could impact your estate plan, it is wise to review your estate plan periodically with an experienced estate planning attorney to ensure your plan continues to represent your wishes. Also, changes in tax laws and probate laws can often impact an estate plan. If you have not reviewed your estate plan recently, we encourage you to reach out to our law firm to speak with an attorney.

Estate Planning Services in Nebraska and Iowa

The Law Firm of Berkshire & Burmeister is honored to assist you with developing an estate plan that ensures your wishes are carried out. Please contact our office at 402-827-7000 to schedule a consultation with one of our highly skilled estate planning attorneys.

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