I agree with the CNBC article at the link below and my basic will package gives you those three basic documents.
If you have a young family, it is prudent to name a guardian for your minor children in the unlikely event that both parents die.
The State of Nebraska has an estate plan for you in the event you die without a will, but that might not be what you want or in the best interests of your family.
Statistics regularly show that about half of all Americans have no estate plan. I'm working to improve the numbers here in ...
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PBS series “Downton Abbey” a Good Example of Estate Planning Lessons. Even in Nebraska.
The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients' demographic. Look at who's a top corporate sponsor: Viking River Cruises, which told The New York Times that “our demographic is affluent Baby Boomers 55+.” It's a big group: more than 10.1 million viewers watched the first episode of the fifth season in early January. Look closely and see if Downton can impart valuable financial lessons to you.
It can be difficult to explain to clients the ramifications of putting off their estate planning. Sometimes people have to “see it to believe it,” so to speak. Enter PBS hit ...
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Trusts and the Nebraska Homestead exemption
Beneficiaries of revocable and irrevocable trusts who are over 65 and meet the income test can qualify for a property tax exemption on their homesteads. This year the exempt amount is $159,840.
The trust (revocable or irrevocable) must have at least one of three terms:
A specific right of the beneficiary to occupy the premises;
The right to amend or revoke the trust; or
The power to withdraw the homestead premises from the trust and place the record title in the occupant's name.
The applicant must apply for the homestead exemption between February 1 and June 30 of each year.
There is a sliding scale on the exempt amount ...
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