Estate Planning Newsletter
Omaha, Nebraska Estate Planning • E Trustee Counselor
For your convenience, you may access the current and past issues of our monthly estate planning email newsletter:
We also offer an interactive version:
- No Federal Estate Tax, No Problem? (March 2015)
The non-tax issues of estate planning cut to the very heart of our lives, work and families. Regardless of whether you may or may not incur a federal estate tax liability, issues of personal dignity, family conflict and your life's legacy are fundamental to proper estate planning.
- Sweetheart Wills (February 2015)
Are you married? Have you considered creating an estate plan to provide for your spouse if something untoward happened to you? Perhaps it is time for you and your beloved to make matching "sweetheart wills" to legally reflect your intentions.
- The Will To Plan (January 2015)
Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? Research shows that the chief culprit is simple procrastination. Read on for tips on how to stop procrastination now.
- The Charitable Remainder Trust: A Great Way to Donate (December 2014)
Given the choice, most taxpayers would rather give to their own charities than pay taxes. With an IRS authorized Charitable Remainder Trust you can do just that ... and enjoy the lifetime benefit of an enhanced income stream.
- Estate Planning Pitfalls (November 2014)
Pitfalls, like potholes, are more easily avoided if you know where they are. So it is with estate planning pitfalls. In our lead article, we point out some common pitfalls to avoid while you still can.
- Dementia and How to Handle It in Your Estate Planning (October 2014)
Dementia is a dreaded disease that robs its victim of his or her mental capacity. However, ongoing personal, health care and financial decisions must continue to be made, whether minor or major. So, by whom will those fundamental decisions be made?
- What Happens When a Loved One Dies? (September 2014)
Fail to plan and you plan to fail. So it is with organization and estate administration. Our lead article offers some timely tips to help avoid leaving behind a big mess when you pass.
- Chances Are ... (August 2014)
Most people only think of “death” when they think of estate planning. While that is true, it is not the full story. Planning in case of “disability” is essential to protect yourself and those you love.
- Adult Care Givers Need to Take Care of Themselves, Too (July 2014)
Caregiving is a labor of love between adult children and their elderly parents. Nevertheless, the experience is not without its physical and emotional challenges for both the adult caregiver and the parent. Enter respite care.
- Hey Dads: Are You Über Planners? (June 2014)
Father’s Day is a favorite holiday, especially for “dads.” Being a dad has many privileges and responsibilities. Our lead article reminds dad of fundamental estate planning responsibilities needing attention during the other 364 days this year.
- Estate Planning Risks for Veterans (May 2014)
Think Veterans Benefits are a piece of cake? Think again. While the government has many programs and benefits to assist veterans, learning about them and then successfully receiving them requires lots of information and documentation.
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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