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FEBRUARY 2019
BOYUMLAW.COM 402-991-5410 T eeing O ff MY JOURNEY FROM GOLF TO THE LAW
Thank you for taking the time to read the first edition of our newsletter! My team and I are excited to connect with you on a more personal level and share some of our expertise, from the ins and outs of the legal world to some great seasonal recipes. I’m a big believer that people should really get to know their legal representatives, so I’d like to begin by sharing a bit about me and where I come from. the loss of a loved one. I was a senior in high school when my grandfather passed away — old enough to grasp the pain and confusion the ensuing legal process caused. I remember being taken to many meetings to sort out his will and was aware of the toll it took on my already mourning family. Like many people, my first encounter with probate didn’t come in a law class but with
my own family faced. I did not, however, follow a straight path from high school to becoming an attorney. In fact, it wasn’t the law but golf that brought me to our fair state of Nebraska. While I had lawyers in the family, including my father, I was taken with golf as a young man. It helped that I was good at the sport. After playing throughout high school and college, I toured as a coaching professional. I saw a lot of this great country, and during the Nike Tour, Jim Hackenberg, inventor of the Orange Whip, advised me to stop in Omaha. I took a coaching job at a country club and have been here ever since. I eventually followed my father’s footsteps to becoming an attorney. Yet I like to think those years spent coaching helped prepare
me for representing folks in a way law school couldn’t. Much like golf, issues of estate planning and elder law take patience and a steady hand. There are plenty of pitfalls, and it’s easy to go astray if you aren’t careful. These days, I don’t find much time to actually get out and golf. Between helping our clients and being a new father, I’m quite the busy man in and out of the office. I may not be teeing off as often anymore, but I get to raise a family while doing work I’m passionate about in a great town. That’s plenty to be grateful for. That being said, let me know if you’re looking to improve your swing this spring.
“Much like golf, issues of estate planning and elder law take patience and a steady hand. There are plenty of pitfalls, and it’s easy to go astray if you aren’t careful.”
Eventually, that experience factored in to my founding of Boyum Law Firm. To this day, my favorite part about this job is that I get to help families comprehend and navigate what is a highly complex and emotionally charged area of the law. Best of all, I get to help them avoid situations like the one
-Brad Boyum
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ESTATE PLANNING RESOLUTIONS FOR THE NEW YEAR
The new year is in full swing, but it’s never too late to set New Year’s resolutions. Estate planning always leaves room for improvement. Consider building up your plan by adding the following resolutions to your list for 2019.
1. UPDATE YOUR CURRENT ESTATE PLAN
The new year is the perfect time to update and review your estate plan. To start, sit down and consider any big life changes that happened in the last year. Have you gotten married or divorced? Had children or a growth in assets? Has someone listed in your estate plan died? These are all important questions to ask so necessary updates can be made.
3. COMMUNICATE WITH LOVED ONES
It’s one thing to create estate planning documents. It’s another to talk to your loved ones about them. Death and finances are difficult topics to broach. Both happen to make up large components of the estate planning process. Open and honest communication with family members is important, however. Talking through your decision-making process can prevent conflicts down the road when you’re gone. Communicating with loved ones also helps convey your expectations for passing assets down and can help you work through estate planning issues now.
2. ADD TO YOUR DOCUMENTS
Legacy planning was a buzzword in the estate planning industry in 2018 and for good reason. Many people want to have a lasting impact on their family. Legacy planning enables them to do just that so that future generations remember what mattered to those who’ve passed away. Adding documents, such as an ethical will, to your estate plan is an easy way to integrate legacy planning into estate planning.
WHAT OUR CLIENTS ARE SAYING
At Boyum Law, we always appreciate hearing from those we’ve had the pleasure of representing. Reading reviews like the ones below lets us know our down-to-earth, personable approach is not only appreciated but makes a difference. We strive to continue to be worthy of such high praise. Thank you, Leslie and Mike, for sharing your thoughts! “My husband and I recently went to Brad Boyum to have our will drawn up. He educated us, walked us through several scenarios and then talked to us about making a will versus setting up a trust. He brought up things we hadn’t thought of and was very thorough. We appreciated his knowledge and professionalism. If you are in need of information about a will, a trust, a living will or elder care, I highly recommend Boyum Law!”
–Leslie Pforr Regan
“Brad did a great job for my wife and me on our wills and trusts. My wife and I are both attorneys, and Brad is our go-to for estate planning, not only for us but those we recommend our clients to.”
–Mike Dyer, attorney at law
If you’d like to share your experience with our firm, please feel free to leave us a review on Facebook or Google.
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T he E state T alk HOW AND WHY TO DISCUSS YOUR PLAN WITH LOVED ONES Talking about death, end-of-life decisions and money is uncomfortable but necessary when estate planning. It’s not enough to talk to an attorney in order to make a plan, either. Sharing information with your loved ones and the reasoning behind your decisions is also important because doing so creates peace of mind and can prevent family warfare later on. Here’s our advice on how and why you should broach the topic of your estate plan. WHY IT MATTERS When it comes down to it, estate planning is meant to minimize or prevent the pain and uncertainty of probate. Yet, even an expertly structured plan can still leave your loved ones confused if they aren’t adequately informed ahead of time. Sitting down with your loved ones and letting them know the reasoning behind your last wishes will bring them a great deal of comfort. Talking about your estate plan is also an opportunity for you to listen to your loved ones’ needs, as well. Maybe you plan on leaving a piece of property to a son who reveals he’d like to move out of state. Making sure what you leave for your beneficiaries matches their needs is an important part of the estate planning process — one that is only possible by having this conversation.
After speaking with your
loved ones, if you’ve found an area of your plan you’d like to change, give us a call. Our estate planning experts will make sure these modifications are handled correctly. BRINGING IT UP First and foremost, don’t spring your estate plan on your family over dinner. The subject matter can be both complex and emotional, so it’s best to give your loved ones some prior warning. Simply explain you’ve been planning for the future and would like to guide them through what that plan looks like. Then, agree to a time and place to have the conversation. ONE CONVERSATION OR MANY Depending on the number of beneficiaries you have and your relationship to them, you might only need a single family meeting, or you can take the time to talk to your loved ones one-on-one. In either case, looping in your estate planning professional can be a great idea, as they can help explain the technical side of your plan. The Boyum Law Firm team is always happy to help answer any questions you or your loved ones have about your plan.
SUDOKU
BEEF STROGANOFF
INGREDIENTS
• 1 1/2-pound beef sirloin • 3 tablespoons melted butter • 1 8-ounce can tomato sauce • 1 4-ounce can mushrooms, drained • 1/2 small onion • 1/4 teaspoon pepper (I add more)
• 1/2 teaspoon oregano (I add more) • 1 clove garlic, minced • 3 tablespoons flour • 1 cup sour cream
INSTRUCTIONS
1. Brown beef sirloin on both sides. Cut into thin strips in hot butter. 2. Cover and cook over low heat for 30 minutes. 3. In a blender container, combine tomato sauce, mushrooms, onion, pepper, oregano, garlic and flour. Cover and blend 30 seconds. 4. Add sour cream. Cover and blend for 30 seconds or until smooth. 5. Pour mixture over beef and cook over low heat for 10 minutes, stirring occasionally. 6. Serve over egg noodles with buttered carrots.
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11902 Pierce Plaza Omaha, NE 68144 402-991-5410 BoyumLaw.com
INSIDE THIS ISSUE
PAGE 1 My Journey From Golf to the Law PAGE 2 Estate Planning Resolutions for the New Year What Our Clients Are Saying PAGE 3
How and Why to Discuss Your Plan with Loved Ones Beef Stroganoff Recipe PAGE 4 Boyum Law Firm Blogs
BOYUM LAW FIRM BLOGS STAY UP-TO-DATE ON OUR LATEST WEBSITE CONTENT
At Boyum Law Firm, we’re dedicated to providing our clients with a wealth of estate planning, Medicaid planning and probate law resources so you can make well-informed decisions. One way we provide clients with resources and information is through our blog posts at BoyumLaw.com. Cassie Wade, our marketing assistant, has compiled a list of our latest blog posts for you to peruse online. ‘HOW CAN BOYUM LAW FIRM HELP YOU?’ If you’re receiving this newsletter, odds are good you’ve used Boyum Law Firm’s services before. Here’s a quick refresher on what our firm offers. Whether you have questions that need answers or need someone to guide you through the probate process, Boyum Law Firm can help you with a variety of tasks.
your documents and ponder the big life changes that occurred in the last year. For a list of life changes that could require estate planning updates, read this blog on our website, BoyumLaw.com.
‘HOW TO TALK TO KEY MEMBERS OF YOUR ESTATE PLAN’ Estate planning involves naming trusted individuals to make decisions on your behalf or step in for you in the event of a medical emergency or death. You might have an ideal candidate in mind to serve as your personal representative or medical power of attorney, but talking to that individual is an important step to take before listing them in your documents.
For a full list of services we provide to clients, read this blog post on our website, BoyumLaw.com.
‘5 REASONS TO UPDATE YOUR ESTATE PLAN’ Estate planning, like grocery shopping or folding laundry, is a task that’s never completely checked off your to-do list. In fact, routinely updating your estate plan is important because making updates ensures your plan works best for you. The new year is the perfect time to review
To learn how to talk to key members of your estate plan, read this blog post online at BoyumLaw.com.
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