Estate Planning Newsletter
Omaha, Nebraska Estate Planning • E Trustee Counselor
For your convenience, you may access the current and past issues of our estate planning newsletter online:
- Top Five Estate Concerns (December 2013)
Estate planning is not just for the wealthy. Everyone has an estate worth planning, regardless of their net worth. In this article, we review some critical concerns that many people fail to consider.
- Business Survival Threats (November 2013)
The survival rate of family businesses from generation to generation is rather dismal. To help prevent your business from becoming an unfortunate statistic tomorrow, we review some common challenges for you to address today (before it is too late).
- Family Limited Partnerships (October 2013)
Family Limited Partnerships offer many benefits, both tax and non-tax. Our front-page article is a primer that explores why they are at once a taxpayer favorite ... and a potential target of the IRS and some courts.
- Seasons of Change (September 2013)
To everything there is a season. So it is with your Life & Estate Plan. Our front-page article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and financial circumstances over your lifetime.
- Cohabitation Complexities (August 2013)
With the drastic increase of cohabitating, it is more important than ever to discuss the unique estate planning challenges unmarried cohabitants face. Our front-page article reviews common challenges in the context of some real-life scenarios.
- Planning the Next Chapter (July 2013)
In this issue of our newsletter, we discuss the importance of estate planning for every married couple. Without proper planning, various legal and financial challenges could prevent you from being there for your spouse in sickness and in health.
- A Legacy of Efficiency (June 2013)
Want to make life easier and protect those you have appointed as fiduciaries in your estate planning documents? Our article on their duties and responsibilities is required reading to avoid problems, unnecessary costs and civil/criminal liability.
- Blended Family Basics (May 2013)
Is yours a blended family? If yes, then you face unique inheritance challenges, to include disinheriting your ex-spouse, providing for your new spouse and your own children, and protecting their inheritance. Keep this newsletter (and share it with others).
- Women: Law & Money (April 2013)
Are you a woman or do you know someone who is? If so, then you will want to read and share this issue of our newsletter. The first article reviews some important Estate Essentials and Money Matters every woman should address without delay.
- Elder Law Elements (March 2013)
Good news, bad news. The good news: Americans are living longer than ever. The bad news: we eventually wear out physically, mentally or both. In this issue we review two challenges: becoming incapacitated and going broke due to long-term care.
- Tomorrowitis (February 2013)
Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? Our first article in this issue takes aim at the chief culprit: Tomorrowitis.
- Estate Planning for
Singles (January 2013)
Singles comprise nearly half of the adult American population. Whether never married, widowed or divorced, single adults face unique Life & Estate Planning issues. Our first article focuses on the challenges from a singular perspective.
Wealth Transfer Planning...and related issues
By Rodney A. Halstead (previously published in The Country Lanes Magazine)
- The Cost of Wealth Transfer at Death: A Study of Probate in Douglas County, Nebraska (PDF)
- A Trust for Your Pet
- Should You Have Advanced Directives?
- All Trusts Are Not the Same
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