by Patrick Sullivan | Feb 17, 2026 | Blog
Planning how your wealth will be transferred is about more than writing a will; it’s about protecting your legacy, minimizing taxes, and ensuring your assets benefit the people and causes you care about most. In this article, an experienced Omaha estate planning attorney shares practical wealth transfer strategies, including trusts, lifetime gifting, charitable planning, and generation-skipping techniques, to help Nebraska families plan confidently for the future.
by Patrick Sullivan | Feb 3, 2026 | Blog
With recent changes to Nebraska’s tax laws and ongoing discussions in the Legislature, it’s more important than ever to understand how estate taxes and inheritance taxes work in our state.
by Patrick Sullivan | Dec 18, 2025 | Blog
Gift planning is not simply about moving wealth. It’s about timing, structure, and compliance. The interplay between exclusions, exemptions, and advanced trust structures means professionals must stay sharp on both tax code mechanics and practical implementation. But the rules around annual exclusions, lifetime exemptions, and exceptions often create confusion. Here’s a structured breakdown on advanced estate planning.
by Patrick Sullivan | Dec 8, 2025 | Blog
Gift planning is not simply about moving wealth. It’s about timing, structure, and compliance. The interplay between exclusions, exemptions, and advanced trust structures means professionals must stay sharp on both tax code mechanics and practical implementation. Let’s break it down.
by Patrick Sullivan | Apr 16, 2024 | Blog
Choosing the right Nebraska estate planning attorney is crucial for ensuring that your wishes are accurately reflected in your estate plan and that your assets are protected for future generations.
