Serving all Nebraska and Iowa Clients including the cities of Omaha, NE, Lincoln, NE, Fremont, NE, and Council Bluffs, IA.
HOTZ, WEAVER, FLOOD BREITKREUTZ & GRANT
Everyone has heard the famous saying “The only thing guaranteed in life is death and taxes”, right?Sure, your life is going great. You bought your dream home; you are out every weekend on your boat or traveling in your RV. Your kids have graduated college, and you’re living the good life.
Plan ahead
No one likes to think about death, but it is inevitable. Is your family prepared if you were to die? Are you prepared if a spouse or loved one goes before you? Preparing the proper legal documents in advance with a qualified legal professional can be the difference between your family continuing a quality lifestyle and standing in the government cheese line.
Don’t burden your family
Death is the worst form of grief a family will face. During this time, they will make rush decisions when it comes to financial matters. Allow your family to grieve or even celebrate your life, plan your final arrangements. If you were in a coma, who would make your decisions? If you died, who plans the funeral, and more importantly who pays for it?
Distribute fairly
You’ve worked hard for all your possessions. Don’t let the state or the IRS have them. Don’t make your family fight over trinkets when they should be talking about your life. Proper planning makes your wishes known, and everyone gets what you feel they deserve.
Protect your lifelong assets
Drafting wills and trusts
Transferring assets to trusts
Revocable and irrevocable trusts
Power of attorney
Handling disputes with the IRS and estate taxing authorities to minimize tax obligations
Represent trustee of family business partnerships to minimize tax litigation
Resolving valuation issues
Protect your valuable assets! Proper planning is the key to transferring what you own so your family can continue being cared for after you’re gone.
Trust 160 years of combined experience to protect your life savings. Schedule your initial consultation with Hotz, Weaver, Flood, Breitkreutz & Grant today at 402-397-1140
Hotz, Weaver, Flood, Breitkreutz & Grant
444 Regency
Parkway Drive
Suite 310
Omaha, NE 68114
Phone: 402-397-1140 Fax: 402-397-1199
Business Hours:
Monday through Friday: 8:00 AM to 5:00 PM
Additional times are available by appointment.
