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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.
Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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