Heritage Law

Estate Planning Attorney Omaha

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Heritage Law Has Extensive Estate Planning Experience

Estate planning can be complex, but when you choose work with Heritage Law, we work by your side through the entire process. Our approach is to create a customized estate plan to fulfill your unique needs, lifestyle and future goals. We work with a range of clients, from medium sized estates to ultra high net worth estates.

We provide a well-crafted estate plan to take care of your family is taken care of and has the means to make important decisions after you pass away. In your plan, you can provide proactive guidance as to how your estate will be handled, as well as provide your loved ones with a well-organized set of directions.

Our Law Firm Assists Clients With:

  • Estate planning and probate services
  • Last Will and testament
  • Beneficiary designations
  • Minimizing estate taxes
  • Special needs trusts
  • Testamentary trusts
  • Charitable trusts
  • Living trusts
  • and much more

Please fill out our contact form for your free estate planning consultation.

Specialized Estate Planning Services

We assist clients throughout the entire estate planning process.  We offer one-on-one legal services and provide options that advance the goals you’ve set and keep your wishes in mind.

Last Will and Testament

A Will is a massively important and foundational document in estate planning. Plan for what will happen to your property, finances, children, by creating a will.

Living Wills

A Living Will is a legal document that specifies what medical care you want or don’t want if you become incapacitated and cannot make your own decisions.

Blended Families

Blended Families can have unique issues that need to be addressed.  There are multiple sets of children that need to be taken care of.

Asset Protection

Asset Protection is used to guard your wealth against creditors.  This can benefit individuals and business owners alike in safeguarding their estate.

Omaha Estate Planning Attorneys

We provide clients with a full range of estate planning services.

For us, estate planning is not just the drafting of wills and other legal documents but a process to ensure our clients are well taken care of from start to finish. 

We work one-on-one with clients to truly understand how our estate planning attorneys can provide a custom-tailored strategy that fits your family’s needs. Estate planning together we reach a better understanding of each client and encourage open communication to tackle any legal issues or concerns they may have.

The Omaha estate planning attorneys at Heritage law carefully consider your options to maximize protection and limit estate tax liability for the next generation.

Estate Planning Can Provide:

  • Preservation of Your Assets
  • Assistance With Inheritances
  • Protection for Your Business
  • Planned Charitable Donations
  • Leave Real Estate to a Loved One
  • Care Provisions for Your Children
  • Shielding for Your Estate From Debt and Taxes
  • A Path for Your Assets to End Up in the Right Hands
Estate-planning-omaha-comprehensive-checklist

We are here to help you.  Please fill out our contact form and speak with an estate planning lawyer today.

We Assist Clients With:

Last Will and Testament

A will is a fundamentally important document in estate planning. It outlines your wishes and the family members or people you’d like to leave assets to after your death. Help support them and give them peace of mind that they’ll be taken care of when their time comes.

For more information, check out our last will and testament page.

Trust Formation and Administration

A trust is a way of protecting your property and family, and of making sure that the assets you have are distributed according to your wishes. A funded trust will also allow you to avoid probate when someone dies, and will contain provisions if you become incapacitated.

For more information, check out our trusts page.

Business Succession Planning

Creating an estate plan with business succession in mind is important to ensure your business is transferred to the right hands. Our estate planning attorneys can provide legal advice for properly taking care of this matter. Our firm wants to share the knowledge needed to enable your company to continue running operations smoothly without any issues.

For more information, check out our business succession page.

Living Will (Advanced Medical Directive)

A living will is a type of will that lays out what you want to happen while you’re living and gives guidance to doctors and other healthcare facilities that must be reviewed to ensure your personal preference is honored.  A living will is sometimes called an Advanced Medical Directive and is another important consideration during estate planning.  

For more information, check out our living will page.

We are here to help you.  Please contact Heritage Law and start planning for the future today.

Durable Power of Attorney

Our estate planning attorneys can provide legal advice and assist in drafting you one of the two most common forms of DPOA: 

Healthcare Power of Attorney

Healthcare Power of Attorney (HPOA) is another estate planning tool that gives someone you trust the legal authority to make decisions for your health care if you are not able to do so yourself and can include decisions involving life-sustaining treatment. 

Financial Power of Attorney

A financial power of attorney is an important document that helps ensure someone you trust will be able to make decisions for you financially if you are not able to do so. 

It would be pertinent to discuss with your estate planning attorney as the person you choose to have as your financial power of attorney will be able to help with issues such as paying bills, managing investments, and other typical financial tasks.

Revocable Living Trusts

A revocable living trust is another popular estate planning option that you are able to manage your assets in the trust during your lifetime and then allows for your estate to be passed on when you die.

Quite often people use revocable living trusts to avoid probate court.  Probate court can be a lengthy (sometimes 2 years) process that is expensive, and very often a huge pain for people.  Revocable living trusts are also very flexible and can be modified, changed, or “revoked”  by their creator. 

Life Insurance Trusts

Life insurance trusts are a unique way to plan for the future while still being able to enjoy your life.  Life insurance trusts allow you to make your trust the legal owner of your insurance policy.  This declares your beneficiary designation as the owner in one or more life insurance policies on your life, which will provide benefits from those policies when you die.   A life insurance trust is often set up in a way that allows you to control the tax treatment of the benefits.

Guardianship and Conservatorship

Guardianship and conservatorships are legal arrangements that involve appointing a guardian or conservator to care for your children, elderly loved ones, disabled adults, mentally ill persons, people who are temporarily incapacitated.  This type of arrangement helps protect mistreatment, abuse, or exploitation of a vulnerable individual.

A conservator manages assets for people who are no longer able to do so for themselves.  This is often done for people who are permanently incapacitated and unable to manage their own affairs.

Private Charitable Foundations and Trusts

A private charitable trust or foundation is a way to donate money and assets in order to provide for social welfare.  These trusts are often set up by people who want to contribute to care for the needs of others as this form of estate planning allows contributors to enjoy tax breaks while still accomplishing their desired results.

Ready For Your Free Estate Planning Consultation?

If you’re still unsure, take the next step and schedule a free consultation. Estate planning can be complex and confusing, so let us help. After discussing your legal needs we use our extensive estate planning experience to help you decide the right course of action and create a plan that suits all your short and long-term objectives.

Estate Planning Isn’t Scary, Especially With a Professional on Your Side

Take the time to discuss it with a qualified estate attorney.  Our firm provides estate planning almost exclusively, and we’ve made it our business to understand estate laws in both Nebraska and Iowa.  Whether a simple solution of a complex estate plan, it’s always best to have a conversation with a professional.

Let’s ensure your estate is protected the way you want it to be.  Heritage Law is located in the heart of Omaha NE and we help you work hard as your personal representative throughout the entire estate planning process to develop financial protection.

At Heritage Law we assist clients to create comprehensive, customized estate plans and consider each client’s unique and special situation. Estate planning for our clients’ wealth and assets to be better protected from tax burden and creditors.

We would love to have the opportunity to discuss how our law firm can help protect your assets.

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