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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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The “12 Days of Lutzmas” is a tradition designed to provide our employees with 12 different opportunities to give back during the holiday season. With combined efforts from our staff in Omaha, Lincoln, Hastings, and Grand Island, in 2022, we were able to give back to individuals and organizations in the community through various activities, including:
“My favorite event we do each year is performing random acts of kindness. We surprise individuals and families by offering gift cards at local grocery stores and gas stations. We hope to help make the season a little brighter for them. The generosity that the ‘12 Days of Lutzmas’ brings is amazing and humbling to be a part of,” said Lutz Gives Back President, Jack Moylan.