Category Archives for Wills & Trusts
Prepare 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.
Continue readingJudge Rules that Glen Campbell’s Kids Can Contest his Will
Last week, a judge in Tennessee ruled that the three children can dispute the validity of the wills that excluded them from inheriting. They petitioned the court to certify that a contest to the will exists, on grounds of his alleged lack of capacity and undue influence.
Continue readingHere’s an Estate Planning tool all College Students Need
My son is leaving for college on the East Coast in August. Is there anything special I should consider, legally or financially, in preparing for this life change – both for my son and for me?
Continue readingA Different Way to Combat the Labor Shortage…Bring Back Older Employees
Soon after Ilana Benet retired from her job as a labor and delivery nurse, it hit her: She missed the babies. Her employer missed her…. she quickly realized — within weeks — that she wasn’t ready for full retirement.
Continue reading