Omaha-Estate-Planning-for-Long-Term-Peace-of-Minds.pptx
                     Omaha Estate Planning for Long-
Term Peace of Mind
Estate planning is an essential step for securing 
your future and ensuring your wishes are honored. 
Let us guide you through creating a comprehensive 
plan that brings clarity and confidence.
What a Strong Estate Plan 
Includes
A comprehensive estate plan addresses multiple aspects of your financial and personal life. Each component plays a vital role in protecting your interests and ensuring your 
family's security.
1 2
Wills & Trusts Power of Attorney
Define how your assets will be distributed and create structures that minimize Designate trusted individuals to make financial and legal decisions on your 
taxes and probate complications. behalf if you become unable to do so.
3 4
Healthcare Directives Beneficiary Alignment
Specify your medical preferences and appoint someone to make healthcare Ensure all accounts, insurance policies, and retirement plans reflect your 
decisions that align with your values. current wishes and family situation.
5 6
Asset & Tax Protection Legacy Planning
Implement strategies to preserve wealth and minimize tax burdens for your Create a lasting impact through charitable giving and values-based wealth 
beneficiaries. transfer to future generations.
Common Estate Planning Mistakes to 
Avoid
Even well-intentioned families can overlook critical details. Being aware of common pitfalls helps you create a more effective and resilient estate 
plan.
Procrastinating Outdated Documents
Waiting too long leaves your family vulnerable. Start planning Life changes—marriages, births, divorces—require plan updates. 
now, regardless of your age or current wealth. Review your documents every 3-5 years minimum.
Missing Beneficiaries DIY Pitfalls
Failing to update beneficiary designations on accounts can Online templates seem convenient but often miss state-specific 
override your will and cause unintended consequences. requirements and nuanced situations that need professional 
attention.
Understanding Wills vs. 
Trusts
Wills Trust
• sSpecify asset distribution after death • Avoid probate entirely
• Name guardians for minor children • Maintain privacy of assets and beneficiaries
• Go through probate court process • Provide control over distribution timing
• Become public record • Offer asset protection benefits
• Generally simpler and less expensive initially • Can manage assets if you become incapacitated
Special Considerations for Omaha 
Families
Nebraska families face unique considerations when creating estate plans. Understanding 
state-specific regulations and local resources ensures your plan works effectively.
Nebraska Estate Laws
State inheritance tax rules, probate procedures, and property laws differ from other states. Local expertise matters 
when structuring your plan.
Agricultural Assets
Many Omaha-area families own farmland or agricultural businesses that require specialized succession planning and 
valuation strategies.
Real Estate Holdings
From family homes to investment properties, proper titling and transfer strategies protect real estate value across 
generations.
Community 
Connections
Local advisors understand Omaha's unique culture, values, and charitable organizations important to area families.
Start Your Estate Planning 
Journey Today
The best time to begin estate planning is now. Taking action early 
gives you peace of mind and ensures your family is protected no 
matter what the future holds.
For trusted Omaha estate planning support tailored to your 
family's needs, explore our dedicated resources and connect with 
experienced professionals who care about your legacy.
Every family deserves a thoughtful plan that reflects their values and 
protects what matters most.
Your Questions, Answered
We understand estate planning raises many questions. Here are answers to concerns we hear most often from Omaha families.
When should I start? How much does it cost?
Now is the ideal time. Whether you're 30 or 70, married or single, Costs vary based on complexity, but basic plans are 
estate planning benefits everyone with assets or dependents. affordable. The cost of not planning can be far greater for your 
family.
Can I change my 
How long does it take?
plan?
Simple plans can be completed in weeks. More complex Absolutely. Your estate plan should evolve with your life. Most 
situations may take longer, but the process moves at your documents can be updated easily as circumstances change.
pace.
Thank You
We're Here to Help You Protect What 
Matters Most
Your future deserves thoughtful planning. Thank you for taking the time to learn about estate preparation and the 
importance of protecting your family's financial security and legacy.
We understand that estate planning involves deeply personal decisions. Our team is ready to provide the guidance, 
support, and expertise you need to move forward with confidence.
Reach out anytime for personalized guidance tailored to your family's unique situation.
Visit us at nelsonmurphyinvest.com
Together, we'll create a plan that brings lasting peace of mind for you and your loved ones.