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Idaho Estate Planning
Eagle, Idaho
Recent Activity
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"If you've cleaned out the financial files of a loved one who has passed away, you've probably observed this firsthand; people typically choose to save too much rather than risk throwing out something important." Continue reading
Posted 8 hours ago at Idaho Estate Planning
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"At some point in our mid-sixties, our financial focus shifts from making more money to preserving the resources we have already accumulated." Continue reading
Posted yesterday at Idaho Estate Planning
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"Drafting a will can be a stressful and sometimes frightening task." Continue reading
Posted 7 days ago at Idaho Estate Planning
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With a special needs trust in place, you make certain that there's a financial mechanism to continue to provide the child with the highest quality of life possible. Continue reading
Posted Apr 28, 2016 at Idaho Estate Planning
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Instead of waiting for a crisis, people should start mobilizing “when family members see the situation is becoming more challenging but it hasn’t hit the crisis level yet,” says Ms. Drelich. “This type of situation is usually seen when there is a somewhat slow, steady decline in the older person.” Continue reading
Posted Apr 20, 2016 at Idaho Estate Planning
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"Here are some ways to keep the peace between adult children and other relatives who may benefit from your estate." Continue reading
Posted Apr 18, 2016 at Idaho Estate Planning
"Estate planning is next on our spring cleaning list." Continue reading
Posted Apr 15, 2016 at Idaho Estate Planning
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"Wills and revocable living trusts are both common terms in estate planning. Both apply to distributing assets, but the two documents, although they are sometimes related, serve very different purposes." Continue reading
Posted Apr 14, 2016 at Idaho Estate Planning
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"You have to be very impoverished or very sick to qualify for Medicaid late in life." Continue reading
Posted Apr 13, 2016 at Idaho Estate Planning
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"Without a plan, a challenging time for your loved ones will become even more complicated and difficult." Continue reading
Posted Apr 4, 2016 at Idaho Estate Planning
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"A new report from the National Council on Aging shows that more seniors are in even deeper financial straits, borrowing and going into debt to meet their expenses." Continue reading
Posted Mar 29, 2016 at Idaho Estate Planning
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All too often in life “free” turns out to be too expensive, and on top of that it usually fails at the worst time possible. This is critically true for estate planning. Continue reading
Posted Mar 25, 2016 at Idaho Estate Planning
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Once you add a joint tenant to a given asset, he or she also owns the given asset just as you do. What you may have intended merely as a convenience has instead subjected the control, use and enjoyment of such asset to the potential liabilities of each joint tenant. Continue reading
Posted Mar 23, 2016 at Idaho Estate Planning
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"It can be very difficult to bring up death, especially with a loved one you don't want to imagine losing." Continue reading
Posted Mar 18, 2016 at Idaho Estate Planning
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"Kim Campbell didn't initially see that her husband, music legend Glen Campbell, had Alzheimer's." Continue reading
Posted Mar 17, 2016 at Idaho Estate Planning
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Every RLT is a written legal agreement between three parties: the Trustmaker (also known as a Grantor, Settlor or Trustor), the Trustee and the Beneficiary. Interestingly, one person can serve as all three parties upon creation of the RLT. Continue reading
Posted Mar 10, 2016 at Idaho Estate Planning
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"Some we get right. Some we are left wondering the possibilities of what could and should have been." Continue reading
Posted Mar 9, 2016 at Idaho Estate Planning
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People are living longer, but in many cases, are not living better. "The number of older individuals in the population is projected to increase to 71.5 million in 2030, representing nearly 20 percent of the U.S. population. As a result, the need is growing for specialized legal advice about aging-related issues. Continue reading
Posted Feb 26, 2016 at Idaho Estate Planning
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The Daughter Syndrome Are you a wife, mother, grandmother, or aunt? Chances are you may be in one or more of these important family roles at some time in your life. Traditionally, women are the nurturers and caregivers in their own families and in our society at large. As a... Continue reading
Posted Feb 25, 2016 at Idaho Estate Planning
Posted Feb 18, 2016 at Idaho Estate Planning
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"For most people, this beneficiary designation is, in fact, their entire estate plan." Continue reading
Posted Feb 11, 2016 at Idaho Estate Planning
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"The ‘spend it all' parents might ‘need help putting on the brakes.'" Continue reading
Posted Feb 9, 2016 at Idaho Estate Planning
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"So by adhering to the "Don't Die Rich" theory of planning, how do you put your wealth to work?" Continue reading
Posted Feb 4, 2016 at Idaho Estate Planning