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Business Owners

Guilliatt & Associates | Inside Business [Video]

Guilliatt Achieves Top of the Table MDRT membership is exclusive to world’s leading financial professionals Mark Guilliatt of Omaha, NE has qualified for Top of the Table of the Million

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Retirement Planning

LUTZ | Inside Business | omaha.com [Video]

Lutz Expands 401(K) Services with Pooled Employer Plan (PEP) Offering Lutz Financial, an SEC Registered Investment Advisor and affiliate of business solutions firm Lutz, recently announced its partnership with Newport,

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Long-Term Care Planning

BBK 23: Estate planning with financially irresponsible spouse [Video]

Estate planning is not the same as thoughtful estate planning. Thoughtful estate planning includes really getting granular on the details. As they say, the devil’s in the details. There is no better application than thinking through planning where a spouse is not financially responsible. It’s a challenge to say to a spouse that you can have assets that belong to you but cannot control them. If you don’t think so, try it. But to protect and preserve assets and ensure wishes are honored, it’s part of our toolbox. We have developed solutions to this conundrum that make both spouses happy. Estate planning is an art and science, and we enjoy it. Give us a call today to get started, especially if this applies to you.Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.Offices in Plantation, Florida and Sound Beach, New York (Long Island).Advanced Care Directives http://bit.ly/2zbZaLdAsset Protection http://bit.ly/2zcC1IvBusiness Planning http://bit.ly/2zcC1IvBusiness Succession Planning https://bit.ly/3dA5GOAEstate Planning https://bit.ly/3sgCTTiProbate administration http://bit.ly/2zdYOUoTrusts http://bit.ly/2zbXhOvTrust AdministrationWills http://bit.ly/2zcJJm1Additional resources: http://bit.ly/HL-LINKS

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Business Owners

This man’s downtown Omaha digs went from bachelor pad to family condo | Local Business News [Video]

Developer Mike Moylan credits Omaha business leaders and philanthropists for nudging downtown expansion and “understanding how important a strong urban core is.”

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Investors

D.R. Horton, nation’s largest volume homebuilder, now in business in Omaha area | Local Business News [Video]

Having a national homebuilder establish a presence in the Omaha area is affirmation of the hot local housing market, those in the industry say.