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Estate & Legacy Strategies

Planning for the future includes planning for how your wealth will be distributed to loves ones and causes that are important to you. We can help you efficiently transfer the wealth you’ve worked so hard to acquire, manage the tax implications, and maximize the benefits for the recipients of your generosity. Cornhusker Wealth Management helps you and your family address estate planning needs.

Client Centered

Guiding your wealth across generations.

  • Educating clients on the importance of estate planning.
  • Coordinating with an experienced network of professionals (e.g., attorney, accountant, qualified appraiser, etc.)
  • Discussing wills, powers of attorney, and health care directives.
  • Estate planning documents match for absolute clarity.
  • Gifting and philanthropic strategies.
  • Facilitate family meetings, to assist your family in understanding your estate plan.
  • Ongoing review with life and estate tax law changes to help keep your plan current.
Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Get Started Today

As your qualified team, we are dedicated to helping you and your family steward your assets through a high-touch and holistic approach.

Meet The Team