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Idaho Estate Planning
Eagle, Idaho
Recent Activity
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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 yesterday 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 3 days ago 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
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"We have a power of attorney, but we can't use it…People sign these anticipating incapacity. Once incapacity arrives, it's too late to sign another one." Your parents or other relatives signed a durable power of attorney, which lets you handle their finances in the event they become incapacitated. However, The... Continue reading
Posted Jun 2, 2016 at Idaho Estate Planning
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"Chiefly, the units will focus on coordinating and enhancing efforts to pursue nursing homes that provide grossly substandard care to their residents." Continue reading
Posted May 27, 2016 at Idaho Estate Planning
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"Relatives face a financial paper chase after a beloved relative dies." Continue reading
Posted May 26, 2016 at Idaho Estate Planning
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"Planning for retirement and older years is a complicated business." Continue reading
Posted May 23, 2016 at Idaho Estate Planning
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"By far, this gives us the most bang for our bucks as we are insuring two lives instead of one." Continue reading
Posted May 19, 2016 at Idaho Estate Planning
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"Their added risks and frequent moves call for careful attention to matters including estate planning and real-estate ownership." Continue reading
Posted May 16, 2016 at Idaho Estate Planning
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Mother and BabyDid you know yesterday is history, tomorrow is a mystery and today is a gift, which is why we call it the present? Continue reading
Posted May 11, 2016 at Idaho Estate Planning
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"What's your style for organizing your financial documents?" Continue reading
Posted May 9, 2016 at Idaho Estate Planning
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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 May 6, 2016 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 May 5, 2016 at Idaho Estate Planning