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Two people sit at a conference table, attentively listening to a third person whose back is to the camera. The setting appears to be a modern office with large windows, suggesting an estate planning meeting in progress.

Estate Planning

We Help You Plan with One Purpose in Mind: Carrying Your Intentions Forward

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Managing the Risks You Can’t Ignore

Estate planning helps identify and address personal, financial, and family risks before they become real-world problems.

1

Medical Power of Attorney

Who would make medical decisions for you if you were unable to speak for yourself?

2

Durable Power of Attorney

If you couldn’t manage your finances, who would step in on your behalf?

3

Living Will

Have you clearly documented your wishes around medical care and end-of-life decisions?

4

Special Needs Trusts

Do you have a plan in place to support a loved one with special needs over the long term?

5

Second Marriages

How will your assets be handled in a way that balances your spouse and children from a prior relationship?

6

Blended Families

Does your estate plan reflect the complexity of your family structure?

7

Nontraditional Families

Have you ensured your wishes are protected if your family doesn’t fit traditional legal definitions?

8

Creditor Protection

Are your assets structured to help protect against potential creditors or legal claims?

9

Dementia

If cognitive decline became a concern, is there a plan in place to protect your finances and care?

Two men sit at a round table in an office, discussing estate planning. One man in a blue sweater gestures while speaking, while the other in a suit listens with a notepad. A laptop and papers are on the table, with large windows in the background.

Clarity & Continuity for Your Legacy

Your advisor helps you gain clarity around how your assets may be passed on under your current estate plan and today’s tax landscape. We take a coordinated approach, working alongside estate planning professionals, tax advisors, and any trusted outside experts you already rely on to help ensure your intentions are clearly documented and thoughtfully carried out.

Our goal is to simplify the process, reduce unnecessary complexity, and help preserve the value of what you leave behind, so more of it reaches the people and causes that matter most to you.

Let’s Talk About What Matters to You

Start the Conversation

WealthPlan and its affiliates do not provide legal advice and do not draft legal documents unless expressly disclosed through a separately licensed affiliate or third-party provider. Estate planning discussions are intended to help clients identify issues and coordinate with their attorney or other legal advisers.

Common questions

Estate planning FAQs

How is an estate-planning attorney different from a financial advisor?

An attorney provides legal advice and prepares or interprets legal documents. A financial advisor may help organize goals and financial information, consider accounts, investments, beneficiaries, insurance, liquidity, and tax-sensitive questions, and coordinate with the client's attorney and tax professional.

Does WealthPlan draft wills, trusts, or powers of attorney?

No. WealthPlan and its affiliates do not provide legal advice or prepare or interpret legal documents. Those services must come from the client's qualified attorney.

Can my advisor work with my existing attorney and CPA?

Yes. Within the applicable engagement and with appropriate authorization, a WealthPlan advisor may coordinate agreed financial questions with the client's attorney, CPA, or tax professional. Each outside professional remains responsible for their own work.

What information may be useful for an estate-planning review?

Relevant information may include assets and debts, account ownership, beneficiary records, retirement benefits, insurance, business interests, obligations, charitable plans, and existing estate documents. Sensitive information must be exchanged through an approved secure method.

When should I revisit my estate plan?

Questions may arise after changes in family, health, residence, employment, business ownership, assets, taxes, beneficiaries, appointed people, or goals. An attorney should advise whether legal documents need to be created or amended.

Can an advisor guarantee that my assets will pass as intended?

No. Legal documents, title, account contracts, beneficiary records, tax rules, family circumstances, institutional procedures, and later changes can affect results.

What is different about estate planning in Nebraska?

Nebraska law and court procedures govern matters such as powers of attorney, health-care decisions, estates, probate, guardianships, and conservatorships. WealthPlan may help coordinate financial considerations, but Nebraska-specific legal advice must come from a Nebraska-licensed attorney.