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If you’re seeking professional help with estate planning and trust creation, look no further than the experienced Omaha trust attorneys at Heritage Law. Led by John Diamantis, our firm is dedicated to helping individuals and families protect their assets, avoid probate, and ensure their wishes are carried out.
Whether you need a revocable trust, a special needs trust, or help with trust administration, we provide personalized solutions to meet your unique needs.
A trust is a critical component of any comprehensive estate plan. Trusts offer numerous advantages, such as protecting your property, avoiding probate, and managing the distribution of your assets.
Working with our one of trust attorneys based directly here in Omaha, NE, you’ll receive experienced guidance in selecting the right trust for your situation and ensuring that it is properly executed.
Key benefits of establishing a trust include:
We are here to help you. Please contact Heritage Law and start planning for the future today.
At Heritage Law, we offer a wide range of trust services to meet the diverse needs of our clients. Our team is experienced in creating and administering various types of trusts.
No matter your needs, our trust lawyers are here to guide you through every step of the trust creation process.
Protect a loved one with special needs without jeopardizing their eligibility for government benefits.
Safeguard your family farm for future generations with a specialized irrevocable farm trust.
Efficiently distribute your estate to your spouse, children, or charitable organizations.
Support charitable causes while enjoying tax benefits and ensuring your legacy lives on.
Minimize estate taxes on the proceeds of your life insurance policy and protect your beneficiaries.
Maintain control over your assets during your lifetime and ensure a seamless transfer of wealth upon your death.
Provide long-term protection for your family while reducing estate taxes and shielding assets from creditors.
Many people believe that Revocable Living Trusts are just for the rich, yet they may provide considerable benefits to someone with even little wealth.
A revocable living trust offers flexibility and control over your assets during your lifetime while ensuring a smooth transition of your estate to your heirs. As the trustor, you can modify or revoke the trust at any time, giving you the ability to adapt to changing circumstances. Benefits include:
Our experienced attorneys will work with you to create a revocable living trust that aligns with your financial goals and personal preferences.
We are here to help you. Please contact Heritage Law and start planning for the future today.
We work one on one with you to ensure your trust creation and estate planning process is completed from start to finish.
We ensure the estate planning strategy we put in place makes the most financial sense for your property and your family long term.
We take our time to explore all available options as we strive for excellence. We work hard so you don't have to.
Administering a trust is a crucial aspect of estate planning. At Heritage Law, one of our Omaha trust attorneys will help you choose the right trustee to manage your assets and ensure that your wishes are honored. The trustee plays a vital role in overseeing the trust, including:
It’s important to know that your trust is managed according to your wishes and that your trustee understands their responsibilities.
One of the most important steps in trust creation is trust funding, which involves transferring assets into the trust to ensure it functions properly. Many estate plans fail because trusts are not funded correctly or updated as circumstances change. One of our attorneys will work with you to ensure that all assets are properly transferred to the trust, so your beneficiaries are protected.
Establishing a trust is one of the most effective ways to protect your assets, manage your estate, and ensure that your wishes are honored.
At Heritage Law, we can provide comprehensive legal guidance to help you navigate the complexities of trust creation and estate planning.
By working with a knowledgeable attorney, you can rest assured that your family’s future is secure.
There are many reasons to create a trust, such as those mentioned above, but if you’re still unsure about whether or not one is right for you, talk with an estate planning attorney in your area today! They can help you understand the process and create an estate plan that works for your family.
Heritage law services clients across Nebraska and Iowa.
At Heritage Law, we are committed to providing personalized legal services to clients across Nebraska and Iowa. Whether you’re looking to create a family trust, avoid probate, or protect your assets, our team is here to help.
Contact us today at 1-402-915-1039 to schedule your free consultation and start planning for the future.
A trust is a fiduciary arrangement that allows for one or more third party trustees to hold assets on behalf of the beneficiary. With these arrangements, taxes are minimized and other benefits may be present as part of an estate plan if well-crafted.
A fiduciary is a person or organization that has the responsibility of looking out for someone’s best interests. This includes making sure they are not being taken advantage of by any other parties, such as in business deals and investments on their behalf. They have to be trustworthy with all information given to them about the individual so it can’t go into wrong hands if there were ever an issue where somebody wanted access to this information without permission from what could happen otherwise. Trustworthiness is essential when dealing with financial matters because you would want your money handled responsibly since its yours and no one should touch it unless authorized by privilege
A trust fund is a type of legal arrangement, commonly used by people that enables them to have some control over assets which are given to another individual or entity for their use and benefit. In this way, an estate can be protected and its investments managed until the beneficiary comes of age, dies or reaches a specific milestone in life like education.
A trust fund can cover anything from “payouts” of indefinite amounts depending on the beneficiary’s needs “fixed payments” such as paying out $50000 every year until they reach the age of 25 ‘education gaps’, where a portion will follow them each month up until they receive their degree from university.
Trusts and estates are a crucial part of estate planning. When an individual dies, the executor of their will becomes responsible for the distribution of assets according to the terms established in that person’s will. Trust attorneys play an important role in helping families navigate these complex legal issues.
Trust attorneys help people understand the terms of wills and trusts.
With their breadth of knowledge, trust lawyers can provide advice on estate planning issues such as guidance on what type of trust will be best for your needs, and the time frame involved with establishing a new trust or revoking one you already have in place.
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Heritage Law is a comprehensive estate planning practice that is based in Omaha NE and services clients across Nebraska and Iowa.
We will put together a thorough estate plan for you, complete with options that advance the goals you’ve set and keep your wishes in mind. We bring years of experience and knowledge to ensure your estate plan covers every need from start to finish.
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