Estate Planning
Here you can find resources on wills, power of attorney, trusts, and advanced healthcare directives.
Everyone needs to plan how their assets will transition to their heirs and beneficiaries. NMII has the expertise to help.
Addressing Care Options Now for Your Aging Parents Will Pay Dividends for Everyone
As a child of aging parents, you face many decisions. As you start thinking about your options, read this article which addresses many of the areas you'll need to consider.
#estateplanning #financialplanning #eldercare
Why Plan Your Estate?
Many individuals put off planning their estate. Perhaps this is due to a misconception that estate planning is only necessary for the wealthy and only involves tax planning, which can be done “later.”
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Inheritance Planning Can Help Avoid Headaches
What happens when you leave what’s probably one of your biggest investments: your individual retirement plan? Did you know that Individual Retirement Accounts, including Roth IRAs, are not protected by the federal government under ERISA, except in the case of bankruptcy?
Inheritance planning is an involved process with a number of very important considerations which can be simplified by working with a knowledgeable and trusted financial advisor.
#estateplanning #inheritance
Revisiting Elder Care Issues
In support of those individuals in your life who count on your help, read this quick article on helping elders manage their assets.
These 4 key considerations can help keep you on track when speaking with a financial advisor to create a plan that works for you and your loved ones.
#financialplanning #propertymanagement #durablepowerofattorney
12 Estate Planning Must-Dos
Do you have old estate documents that haven’t been reviewed in over 10 years? Perhaps you started to create estate planning documents but didn’t have the time to finish the process?
Wherever you are in the process of arranging your affairs, NMII can help you plan collaboratively with your advisors and family. We provide flexible and personalized planning throughout all stages of life.
#estateplanning #omahanebraska
Helping Aging Parents Manage Their Personal Finances
As your parents continue to age or other individuals in your life encounter situations requiring estate planning, this short guide can help you determine how to get started.
From trusts, durable power of attorney, private annuities, and informal arrangements, there are several factors to consider. NMII has expertise to guide you throughout the estate planning process.
#estateplanning #planfortheunexpected