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Idaho Estate Planning
Eagle, Idaho
Recent Activity
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One of easiest things to do in this world is to ignore the future and not just any future, our own future. It’s much easier to predict what will happen to other people. We can see with great clarity where they’re headed and the problems they’ll be facing. However, we’re just not very good at predicting what will happen to us. Continue reading
Posted 6 days ago at Idaho Estate Planning
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Under the attorneys’ rules of professional conduct (our ethical rules) we have an obligation to “zealously represent” our clients. We also cannot advise clients to act in a manner that is illegal or will perpetrate a fraud on the court. Continue reading
Posted Sep 19, 2016 at Idaho Estate Planning
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The first thing to know is that it is not illegal to do Medicaid Planning. It is illegal to “hide” assets and hiding assets will land you in prison. Continue reading
Posted Sep 15, 2016 at Idaho Estate Planning
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The purpose of this book is not to understand why we can’t seem to plan. Rather, this effort is to help explain what happens if we don’t plan and what we can do about it. Continue reading
Posted Aug 25, 2016 at Idaho Estate Planning
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"One third of parents with children aged 18-34 are willing to have a less comfortable retirement to support their children." More and more U.S. parents are concerned about their adult children's financial situation and are willing to put their own financial well-being at risk to support them, according to a... Continue reading
Posted Aug 19, 2016 at Idaho Estate Planning
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While the elderly may not be defrauded at as high of rates as younger consumers, the types of scams perpetrated against them have a more significant effect. Continue reading
Posted Aug 4, 2016 at Idaho Estate Planning
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While the elderly may not be defrauded at as high of rates as younger consumers, the types of scams perpetrated against them have a more significant effect. Continue reading
Posted Aug 4, 2016 at Idaho Estate Planning
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We need all hands on deck working to protect vulnerable seniors. Continue reading
Posted Aug 3, 2016 at Idaho Estate Planning
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Trusts are still a very useful way to provide for the administration of property and wealth for families and for philanthropy. They’re also a key component of an estate plan, along with a power of attorney and a will. Continue reading
Posted Jul 28, 2016 at Idaho Estate Planning
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Remember that trustees should be compensated for serving, so your trust document should detail fair and reasonable compensation. Follow these steps and increase the odds of everything working out. Continue reading
Posted Jul 27, 2016 at Idaho Estate Planning
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The big reason children are clueless when it comes to what their parents expect is the simple fact that their parents have never told them. That’s a problem. Continue reading
Posted Jul 22, 2016 at Idaho Estate Planning
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“Community property laws are, in short, a mixed bag, sometimes a boon and sometimes a nightmare.” Continue reading
Posted Jul 20, 2016 at Idaho Estate Planning
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A trust is also a great way to pass on your wisdom, knowledge, and experience to the generations that follow. The document can include a Statement of Purpose, which is your life philosophy. This can be reread and utilized for generations to come. This is how you leave a strong financial legacy to your kids. Continue reading
Posted Jul 14, 2016 at Idaho Estate Planning
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Discouraging results have been seen from medications to curb dementia, which physicians believe are only stop-gaps. None halts the progression of the disease or changes the underlying cause. Continue reading
Posted Jul 12, 2016 at Idaho Estate Planning
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Executors sometimes are under the impression that it’s a quick and easy job. Continue reading
Posted Jul 6, 2016 at Idaho Estate Planning
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The Gem State is rich in natural resources and scenic areas like Shoshone Falls in Twin Falls and Hells Canyon in Riggins. The state's affordability, especially regarding health care costs, makes it easy to stretch retirement savings. Continue reading
Posted Jul 5, 2016 at Idaho Estate Planning
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Last year Inc.Com Magazine shared some great quotes on Freedom. You can find the full article here. My favorites are below, Go to the article and find your favorite. "The only way to deal with an unfree world is to become so absolutely free that your very existence is an... Continue reading
Posted Jul 1, 2016 at Idaho Estate Planning
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If rebuffed by a financial institution when trying to use a power of attorney on behalf of a parent who is unable to get involved, ask to speak to a supervisor or try another branch. Continue reading
Posted Jul 1, 2016 at Idaho Estate Planning
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“There are basic elements that are essential to financial life as an adult.” Continue reading
Posted Jun 28, 2016 at Idaho Estate Planning
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"Think you're owed a pension, but no check is in the mail? Here's how to track down your benefits." Continue reading
Posted Jun 23, 2016 at Idaho Estate Planning
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"From keys to debts, handling an estate is a detail-oriented responsibility." Continue reading
Posted Jun 21, 2016 at Idaho Estate Planning
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"People have long been fascinated by family dynasties. Whether it's the Romonovs or the Hiltons, the transfer of legacies from one generation to the next creates drama and intrigue." The Yakima Herald article, "Passing the baton: 6 challenges for family business succession," says that maybe one reason family dynasties are... Continue reading
Posted Jun 16, 2016 at Idaho Estate Planning
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"The loss of a spouse is never easy, whether you had time to say goodbye or it was unexpected." Many folks take on estate and financial planning in a piecemeal manner. It's something they visit every now and then. Maybe they speak with an estate planning attorney every ten or... Continue reading
Posted Jun 13, 2016 at Idaho Estate Planning
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"The rules for claiming benefits can be complex, and recent changes to Social Security rules created a lot of confusion." For many Americans, Social Security benefits are the basis of their retirement income. If that's the case, then maximizing those benefits is critical. Kiplinger's "10 Things You Must Know About... Continue reading
Posted Jun 7, 2016 at Idaho Estate Planning
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"Inheriting an estate can be an emotional journey, especially if you had a close relationship with the person whose estate you are settling or if you're planning an estate sale due to divorce or foreclosure." WCP's recent post, "4 tips for dealing with the emotional side of estate sale planning,"... Continue reading
Posted Jun 3, 2016 at Idaho Estate Planning