Frequently Asked Questions
"Do you do a lot of Estate Planning?"
I've been working with families on Estate Planning and Succession Planning for over 34 years.
"Why do you do this?"
I've seen the impact too often on owners, their families, loyal teams and communities when their Estate Planning wasn't addressed in time. Our program enables us to impact the many lives of those we care about.
"This profession often requires you to collaborate with other advisors. What do your peers think of you?"
My peers have selected me to Best Lawyers in America ® for Trusts and Estates and as the first Nebraska attorney named for Closely Held Companies and Family Business Law. They have awarded me Lifetime Fellow status with the Nebraska Bar and the AV Preeminent ranking with Martindale Hubbell.
"Do you have any added professional credentials which help you achieve the optimum results for us?"
I am a member of the Omaha Estate Planning Council. I am also a Certified Exit Planning Advisor and a member of the country's two leading succession and exit planning advisor organizations, Business Enterprise Institute and Exit Planning Institute. I am also a member of the Family Firm Institute.
"Do you involve our attorney and other trusted advisors?"
Yes. Our program has been carefully designed to work in sync with your other advisors.
"Do I discuss this with my family?"
A common question, which we can discuss.
"Do I need to become an expert on these topics?"
No, This is why you engage us.
"How much will I be investing in this process?"
We address this in the first meeting - based on what you actually need. There is no fee for our initial meeting.
"How much time will this take?"
Respect for your time is one of the reasons we systematized this into a process which is properly quarterbacked and coordinated.
"Is my Estate too small or too big for you?"
Our threshold isn't size. We work with families having a wide range of financial worth.
"Do you have time to work with me?"
Yes. If you value trust and loyalty like we do. By being careful in deciding who we agree to work with, my team and I have the time to work closely with the loyal families who have placed their trust in us.
"What should I do next?"
Call (or have one of your trusted advisors call) to confirm we are clear to work with you. We can then set up a confidential, no-obligation meeting or conference call. Our first meeting is to get to know each other. It is not a commitment to work together.
"What will you want me to prepare or bring to the first meeting?"
Your spouse and your most trusted advisor. Please also fill out the Estate Plan Appointment Booklet (which you can dowload from this websites). No other preparation for our first meeting is needed.
Protecting Our Family:
Download Estate Plan Appointment Booklet