Estate Planning

Estate planning is less about one's death, and more about the disposition of one's wealth during life and after death. Many people make the unfortunate decision to procrastinate when it comes to estate planning.

We do estate planning because we love certain people and want to ensure their well-being as much as possible after we are gone. We will help you to establish a plan that recognizes your values and wishes.

We provide two resources to assist you in gathering the necessary information.

These questionnaires are available by contacting us. We will refer you to a competent attorney to have the necessary documents drafted, if you do not already have your own attorney.

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Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Member FINRA / SIPC. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.