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Future-Proof Your Life: An Estate Planning Lunch & Learn

Thanks to everyone who attended our "Future-Proof Your Life" Lunch & Learn on April 22. 

A special thanks to Omaha attorney Mike Matukewicz of Liakos & Matukewicz LLC for so generously sharing his time and expertise.

Mike took us through the must-have documents that can protect you and your loved ones for years to come. If you were unable to join us, we're happy to provide this recording of the session.

Here are some of the must-have legal documents Mike referenced in his presentation:

For more information, visit the Nebraska Supreme Court's Online Legal Self-Help Center. 

Freewill

Begin Your Legacy with Us

We’ve partnered with FreeWill — a secure, online platform that helps you create or update your estate plan in about 20 minutes, completely free of charge.

Use FreeWill to:

  • Create a Last Will & Testament
  • Set up a Revocable Living Trust + Pour Over Will
  • Write a Living Will (Advance Healthcare Directive)
  • Establish a Durable Financial Power of Attorney
  • Access beneficiary forms for retirement accounts, life insurance, and more

Legacy Giving Made Simple
You can also include Methodist Hospital Foundation in your plans — a meaningful way to build a legacy that benefits the patients, families and communities that Methodist serves.

Start Your Free Will Today!
Freewill
Free Estate Planning Tool

Begin Your Legacy with Us

We’ve partnered with FreeWill — a secure, online platform that helps you create or update your estate plan in about 20 minutes, completely free of charge.

Use FreeWill to:

  • Create a Last Will & Testament
  • Set up a Revocable Living Trust + Pour Over Will
  • Write a Living Will (Advance Healthcare Directive)
  • Establish a Durable Financial Power of Attorney
  • Access beneficiary forms for retirement accounts, life insurance, and more

Legacy Giving Made Simple
You can also include Methodist Hospital Foundation in your plans — a meaningful way to build a legacy that benefits the patients, families and communities that Methodist serves.

Start Your Free Will Today

If you’re building your estate planning team, here are some trusted advisors who understand philanthropy and planning:

Legal

Michael J. Matukewicz | Partner
Liakos & Matukewicz LLC
8701 W Dodge Rd., Suite 408, Omaha NE  68114
(402) 393-1400
(402) 393-1402 (fax)       
www.liakoslaw.com

 

     

Sarah Duey | Partner
Smith Pauley LLP
3555 Farnam Street, Suite 1000, Omaha, NE 68131
Office: 402-392-0101 | Direct: 402-505-8108
www.smithpauley.com

 

 

Financial Planning

Ross Polking, CFP®, AIF® | Senior Business Development Advisor
Foster Group
402-733-1700 | 800-798-1012 
www.fostergrp.com


 

Stacie Neussendorfer, J.D, CFP®, CAP®, CKA® | Senior Lead Advisor
Foster Group
402-733-1700 | 800-798-1012 
www.fostergrp.com

 

 

 

Dan Feltz CFP, CFS | Principal Wealth Advisor
Feltz WealthPLAN
101 South 108th Ave., 2nd Floor, Omaha, NE 68154
(402) 697-5452
1-888-321-5452
www.feltzwp.com

 

Methodist Core
Community of Retired Employees

Are You a Methodist Retiree or Soon-to-be? Join Methodist CORE!

Stay connected to 
The people, 
The calling, 
The Meaning of Care.

We’ve launched a Methodist retired employees’ group. We want you to be part of it! 

Join Methodist CORE