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Idaho Estate Planning
Eagle, Idaho
Recent Activity
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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 2 days ago at Idaho Estate Planning
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"Proper planning becomes even more important when minor children are involved." Continue reading
Posted Jan 27, 2016 at Idaho Estate Planning
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"According to the Merriam-Webster dictionary, one definition of fair is ‘marked by impartiality and honesty: free from self-interest, prejudice, or favoritism.'" Continue reading
Posted Jan 21, 2016 at Idaho Estate Planning
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Grappling with growing financial exploitation of the elderly, state officials are pressing for laws that require financial advisers to report suspected elder fraud to authorities. Continue reading
Posted Jan 20, 2016 at Idaho Estate Planning
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"What should or shall we do about the circumstances of an elderly relative or seemingly incapacitated relative?" Continue reading
Posted Jan 15, 2016 at Idaho Estate Planning
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"You can't outsmart the market, the advertising business, retailers or Wall Street. They have more information than you do and use it to get into your wallet." Continue reading
Posted Jan 12, 2016 at Idaho Estate Planning
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"When it comes to financial record-keeping, what should you save and what do you shred?" Continue reading
Posted Jan 7, 2016 at Idaho Estate Planning
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Much of what passes for estate planning today is little more than word processing. Someone asks a few questions and then fits you into their pre-defined box. This isn’t planning – This is simply document preparation. Don’t settle for word processing in place of quality planning! Continue reading
Posted Dec 29, 2015 at Idaho Estate Planning
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Much of what passes for estate planning today is little more than word processing. Someone asks a few questions and then fits you into their pre-defined box. This isn’t planning – This is simply document preparation. Don’t settle for word processing in place of quality planning! Continue reading
Posted Dec 29, 2015 at Idaho Estate Planning
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"Get the documents in place before tragedy hits and emotions are sky high." Continue reading
Posted Dec 24, 2015 at Idaho Estate Planning
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Whether it is a business, vacation home, investment real estate, lake cabin, homestead, car, boat, plane or train, the lack of thinking through the debt issue can cost everyone more later. Continue reading
Posted Dec 22, 2015 at Idaho Estate Planning
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"Estate planning can be a complex process with far-reaching consequences, or quite simple." Continue reading
Posted Dec 21, 2015 at Idaho Estate Planning
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"Issues to be considered range from a living will to estate planning to funeral arrangements." Continue reading
Posted Dec 16, 2015 at Idaho Estate Planning
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Caregivers and those with dementia each face their own set of challenges during the holidays. We would like to share some ideas that may help you as a caregiver and some to help those you care for as well. Continue reading
Posted Dec 14, 2015 at Idaho Estate Planning
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"This can be a minefield that can't be rectified after you are gone." Continue reading
Posted Dec 10, 2015 at Idaho Estate Planning
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George Patton's advice: "A good plan, violently executed now, is better than a perfect plan next week." Continue reading
Posted Dec 9, 2015 at Idaho Estate Planning
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"Nobody wants to be old ... and life goes faster than you think." Continue reading
Posted Dec 3, 2015 at Idaho Estate Planning
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"In the words of Winston Churchill: ‘Never, never, never give up.'" Continue reading
Posted Dec 1, 2015 at Idaho Estate Planning
We shared this wonderful video a few years ago and received so much positive feedback we decided to share it again. Happy Thanksgiving from all of us here at Idaho Estate Planning Continue reading
Posted Nov 25, 2015 at Idaho Estate Planning
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Choosing a trusted estate sales professional should not be taken lightly. Continue reading
Posted Nov 24, 2015 at Idaho Estate Planning
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Although there isn't really a consensus on whether the holidays are the best time to set an estate plan in motion, it is an opportunity to address concerns and answer questions about the future. Continue reading
Posted Nov 18, 2015 at Idaho Estate Planning
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Guardians are supposed to look after and protect the interests of their wards. Unfortunately, it has become all too common for guardians to take advantage of their wealthy elder wards. Continue reading
Posted Nov 16, 2015 at Idaho Estate Planning
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Fortunately, there is a lot that can be done to make your home more senior-friendly. Starting with the basics, eliminate any throw rugs and any clutter on the floor. Be sure to tighten up buckled carpet or remove it completely. While you are at it, improve the lighting everywhere. You cannot step around what you cannot see. Continue reading
Posted Nov 12, 2015 at Idaho Estate Planning
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Veterans Day 2015 I’m a “brat”, and my dad was a “lifer”. I grew up in the Air Force. For most of you being called a brat would be an insult. For those of us raised in the military it is a term of endearment and even respect. Growing up... Continue reading
Posted Nov 11, 2015 at Idaho Estate Planning