Category Archives for Estate Planning
Digital Accounts Needs to Be a Part of Every Estate Plan
Digital assets, including banking and investing accounts, e-mail accounts, photos, blogs, bitcoins and money accounts, such as PayPal, are usually password protected. Some of them have real value and others might have sentimental value to heirs
Continue readingCelebrity “Fail” Series… Fail #1…How Prince Failed at Estate Planning
In a world where people envy the lives of celebrities, there are some realities that might not make you quite so envious. One of these areas is Estate Planning. When we think they have it all together we often times discover this is not necessarily the case. When they pass away and their estate plans […]
Continue readingCan You Still Participate in Philanthropy During Your Retirement Years?
Spending generally declines during retirement for most budget items, but charitable giving tends to buck this trend
Continue readingPrepare to Live a Long Life and Enjoy Every Bit of It!
A long life is a great gift, but with the joys come some financial and legal challenges. The earlier you act to address them, the better off you and your heirs will be.
Continue readingRoth IRA Conversions Don’t Work for Everyone
Switching your traditional individual retirement account to a Roth IRA is often a terrific tax strategy—except when it’s a terrible one.
Continue readingThere are MANY Reasons Everyone Needs to do Estate Planning
Don’t have an up-to-date estate plan? You’re not alone. More than 70% of Americans don’t, including more than half of all baby boomers. That’s why we’re sharing our best tips for creating one.
Continue readingWhat About Bella? Estate Planning that Includes Your Furry Family Members
You know that old saying “better safe than sorry”? While no one wants to imagine something bad happening to themselves, many are at least getting prepared in case it does. If you’re one of those people, it’s important to also consider your furry friend.”
Continue readingFarm Family Succession Gets Help from Local Extension Office
As the average age of Nebraska’s farm and ranch operators trends older, it’s important for those operators to have a plan to pass on the family operation.
Continue readingAre you truly prepared to retire? Do you really know?
The most common need of those preparing to step into retirement isn’t what you think: it’s confirmation that all the hard work, discipline and saving was enough.
Continue readingEstate Planning Fundamentals You Need to Know
It’s easy to put off because it can be morbid and often doesn’t kick in until late in our lives, but it’s an important piece to be thinking about for those of us who want to make sure our families are provided for.
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