Broker Check

11902 Jake Circle Bellevue, NE 68133

402-933-0866
Bill@HeartlandFinancialSolutions.com

Estate Planning

You work hard for the wealth you’ve built and you want the best for those you leave behind. We’ll help devise the wisest estate planning strategies to meet your desires and the needs of those you care about.

We’re happy to collaborate with your attorney and CPA, as well as help explain your estate plan to your family members if you’d like. 

Related Content

<p>Why Everyone Needs an Estate Strategy</p>

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
Learn More
<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
<p>Don&#8217;t Be Your Own Worst Enemy</p>

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
<p>Critical Estate Documents</p>

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn More

Have a Question?

Thank you!
Oops!