WHY LUTZ?
We understand all of the personal, financial and organizational matters that you lose sleep over and we’re here to make sure that you rest soundly.
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Is the Traditional Bypass Trust Outdated?
Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children and the increase in the estate and gift tax exemption amounts…
Lutz M&A Advises Fantasy’s, Inc. on its Acquisition by Casey’s General Stores
Lutz M&A announced that it served as exclusive financial advisor to Fantasy’s, Inc. in connection with its recent acquisition by Casey’s General Stores, Inc. (“Casey’s). Casey’s is a Fortune 500 company (NASDAQ CASY)…
Lutz Launches Family Office Services; Adds Lisa Strutzel
Lutz, a Nebraska-based business solutions firm, recently announced a new service line, Family Office Services. Lutz’s Family Office team assists high-net-worth families manage their family enterprise by helping them determine…
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