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Idaho Estate Planning
Eagle, Idaho
Recent Activity
Now, backed by the Obama administration, the IRS wants to enact new regulations expected to put an end to many of the advantages of Family Partnerships and LLCs. Continue reading
Posted 3 days ago at Idaho Estate Planning
The latest in a long string of battles between Jimi Hendrix's siblings may have been settled, but with proper estate planning it might not have happened at all. Continue reading
Posted 5 days ago at Idaho Estate Planning
Selecting a trustee is an important decision, as he or she is legally bound to manage the trust’s assets for your beneficiaries. Continue reading
Posted Aug 21, 2015 at Idaho Estate Planning
Fear is a major contributor to procrastination. You know, dealing with your own mortality… who likes to think about that? Continue reading
Posted Aug 20, 2015 at Idaho Estate Planning
Medicare spending on people with Alzheimer’s will more than quadruple in just over a generation, to $589 billion annually in 2050. Continue reading
Posted Aug 17, 2015 at Idaho Estate Planning
You need to choose the right person for this important job. Many people select their spouse, an adult child, or a trusted friend. But you can also name an attorney as executor. You also can name joint executors and alternates in case the executor you choose can’t serve or he passes away before you do. Continue reading
Posted Aug 14, 2015 at Idaho Estate Planning
More than 5 million Americans have Alzheimer’s disease, the leading cause of dementia. That number is expected to reach 13.5 million by 2050, according to the Alzheimer’s Association. Continue reading
Posted Aug 11, 2015 at Idaho Estate Planning
Life insurance policies and retirement plans are key components of most estate plans today. In many cases, they represent the majority of assets in an estate. If the beneficiary designations are not kept up-to-date or not made at all, then these key assets may go to someone unintended. Continue reading
Posted Aug 10, 2015 at Idaho Estate Planning
Today Idaho Estate Planning is closed. We are participating in the Alzheimer's Idaho Golf Tournament at the Plantation Country Club in Boise, Idaho. You can follow us today on Twitter and Facebook. On Twitter, Bill Poulson is @SmurfTurfer and Mark Wight is @IdahoEstatePlan. Continue reading
Posted Aug 3, 2015 at Idaho Estate Planning
If you are a Facebook user, you may want to go into your account now and designate your Legacy Contact to manage your account when you pass away. Continue reading
Posted Jul 31, 2015 at Idaho Estate Planning
We all want to stay in control of our lives as long as possible and for that we must plan. When it comes to planning for the future, the sad fact is that every year we fail to plan we lose options. Wait long enough and the only options left are those made for us out of desperation. Continue reading
Posted Jul 30, 2015 at Idaho Estate Planning
Fundamentally, it's important to understand that Alzheimer's is not the same as other diseases. Dealing with dementia requires a lot of attention from all involved. Through it all, competent counsel will be necessary to properly assess the needs and possibilities, as well as to ensure that everything is in place when needed most. Continue reading
Posted Jul 28, 2015 at Idaho Estate Planning
We are VA Accredited and we know how to help you get the benefits you earned through your greatly appreciated service to our country. To secure your peace of mind as well as your family's future, get started now. Remember, good planning is no accident. Continue reading
Posted Jul 21, 2015 at Idaho Estate Planning
The Astor story is surprisingly common: a growing number of Americans suffer from Alzheimer's or another form of dementia and a sizeable percentage of those patients will fall victim to scams. Continue reading
Posted Jul 17, 2015 at Idaho Estate Planning
We all know that every road has some bumps and potholes, and some can’t be avoided. Talk with an experienced estate planning attorney and create a solid plan with some “what ifs” baked in for your retirement. If you add these into your planning and respond quickly if they occur, you should be able to minimize the damage. Continue reading
Posted Jul 15, 2015 at Idaho Estate Planning
We've said it before, proper planning starts with a thorough understanding of your needs, goals, dreams and aspirations. It takes into account your Values not just your Valuables. It starts with a thorough understanding of your family – those who you care about and who will someday receive the benefits of your success – and your family's dynamics. Let's work together to implement an estate plan that works for you. Continue reading
Posted Jul 7, 2015 at Idaho Estate Planning
Homeowners age 62 and older may be tempted by the offers for reverse mortgages as a solution to the financial stresses. The celebrity spokespeople seem so warm and caring and it seems like a simple solution to an overwhelming problem. While reverse mortgage might be a reasonable solution for some... Continue reading
Posted Jul 2, 2015 at Idaho Estate Planning
If you want the state to determine what happens to your estate when you die all you have to do is - nothing. So it's really a question of which estate plan you prefer, the one you and your family draw up through thoughtful and open discussion or the one Idaho created in 1974? Continue reading
Posted Jun 30, 2015 at Idaho Estate Planning
A life estate gives an individual the right to a home or other real property throughout that person's life. Continue reading
Posted Jun 26, 2015 at Idaho Estate Planning
So, will you be able to maintain or enhance your quality of life if you relocate? Will you be happy living farther away from your friends and family? That’s the big question. Continue reading
Posted Jun 24, 2015 at Idaho Estate Planning
An inheritance can be life-changing, so it’s important to discuss it with your loved ones upfront so they can be mentally, emotionally, and financially prepared. Continue reading
Posted Jun 22, 2015 at Idaho Estate Planning
An easy move for wealthy families is gifting. Individuals can gift up to $14,000 per year, per individual without incurring a gift tax. The amount doubles for spouses. There’s an informational gift tax return to be filed, but there’s no tax due if the gift is under the annual exclusion limit. Continue reading
Posted Jun 18, 2015 at Idaho Estate Planning
Across the country, there's been a noticeable increase in adult children being denied access to their ailing parents. States are beginning to take notice and drafting legislation to open up visitation rights to children. Continue reading
Posted Jun 16, 2015 at Idaho Estate Planning
To be as prepared as possible in the event of a spouse’s passing, talk to an experienced estate attorney together as a couple to ensure all your affairs are in order. If a spouse passes away unexpectedly without planning, the surviving partner will have headaches. Continue reading
Posted Jun 15, 2015 at Idaho Estate Planning
An estate plan, as part of an overall retirement plan, is a key necessity for women of all ages, no matter the dollar amount of the estate. Your estate is everything you own when you pass away, including your home, personal property, investments, bank accounts, retirement plans, life insurance, and business interests. Continue reading
Posted Jun 12, 2015 at Idaho Estate Planning