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Idaho Estate Planning
Eagle, Idaho
Recent Activity
Pension with Aid and Attendance. This is the most widely known benefit and offers the highest possible monthly payment. It provides benefits for a veteran or surviving spouse who requires the attendance of another person to assist in activities of daily living (eating, bathing, dressing and undressing, cooking, etc.), is blind, or is a patient in a nursing home. Assisted care in an assisted living facility also qualifies. Continue reading
Posted 3 days ago at Idaho Estate Planning
In an article today the Idaho Statesman reporter Anna Webb touched on the difficulty homeless veterans face when trying to use rent vouchers to secure a place to live. In the article Ms. Webb states: "Safe, affordable housing is tough for anyone to find, let alone for veteran voucher holders.... Continue reading
Posted 4 days ago at Idaho Estate Planning
It’s not that easy for some family members to discuss debt issues, especially older Americans who hoped for better at the end of their lives. Even so, parents and their adult children or spouses should thoroughly talk about any outstanding debts that could affect the borrower's estate. Continue reading
Posted 5 days ago at Idaho Estate Planning
The article explains that victims of elder abuse are two times as likely to die within a year of the abuse being reported than those elders who haven’t been the victim of abuse, citing research published in the Journal of the American Medical Association. Continue reading
Posted 6 days ago at Idaho Estate Planning
An IRA Trust is a special type of revocable living trust that’s designed to receive your IRA accounts for the benefit of your loved ones after you pass away. The IRA Trust offers both protection and control. Continue reading
Posted Apr 10, 2015 at Idaho Estate Planning
Revocable Trusts are used by many to keep the details of an individual’s estate private. Wills, by contrast, are public documents. Trusts are private—the only reason Coach Smith's gesture was known was that players made announcements of the gifts on social media. Continue reading
Posted Apr 9, 2015 at Idaho Estate Planning
Remember, as much as we hate to face it, death is inevitable for all of us. The better prepared we all are—in addition to the basic legal documents—the easier it will be when the time comes. Continue reading
Posted Apr 8, 2015 at Idaho Estate Planning
Read was on top of all of his investments; however, experts say that many investors don’t like the idea of holding physical stock certificates. They can also create headaches for heirs, as finding paper certificates and all of the holdings can be a nightmare. Continue reading
Posted Apr 7, 2015 at Idaho Estate Planning
Forty years on, and Mr. Morand’s charitable remainder annuity trust is still helping others. Continue reading
Posted Apr 6, 2015 at Idaho Estate Planning
The need for long term care often occurs at the end of life. Unfortunately, this is the time when assets are already being stretched thin. Continue reading
Posted Apr 2, 2015 at Idaho Estate Planning
Chances are you've spent plenty of your free time thinking about the money you’ll have available at retirement. But what have you done to plan out your estate? The sad truth is that most of us — some 70% of adult Americans — have neglected to write a will. Continue reading
Posted Apr 1, 2015 at Idaho Estate Planning
Liquidating a relative’s estate is one of the most personal ordeals, yet it is becoming increasingly common, people in the industry say. As the population ages, the estate sale business is booming. Continue reading
Posted Mar 31, 2015 at Idaho Estate Planning
Elder law is a general term that describes the laws and regulations that affect older men and women. This term can relate to the proper care and guardianship of an older person who requires medical attention and can no longer function without assistance. Continue reading
Posted Mar 30, 2015 at Idaho Estate Planning
A veteran must first meet certain wartime service and discharge requirements before being considered for any type of pension benefit. Additionally, a surviving spouse must meet certain marriage requirements to the qualified veteran. Continue reading
Posted Mar 27, 2015 at Idaho Estate Planning
Experts say that the right retirement plan involves timing and opportunity. But nobody’s perfect. We all are apt to make a mistake, but we can usually make things right. Continue reading
Posted Mar 26, 2015 at Idaho Estate Planning
There a few factors that come into play when creating a giving plan. Donors need to consider the pros and cons tax-wise of donating various types of property—and also the manner and timing of the gift. Continue reading
Posted Mar 25, 2015 at Idaho Estate Planning
When one person in a family is given authority or power over others, there’s always a chance problems could arise. Children may all get along now—but could that change when money is involved or issues of control arise? It might. Continue reading
Posted Mar 24, 2015 at Idaho Estate Planning
If this legislation succeeds in reducing the amount of money assigned to the institutionalized spouse, he or she would become eligible for Medicaid assistance more quickly. Continue reading
Posted Mar 23, 2015 at Idaho Estate Planning
Do you know an elderly widow of a WWII or Korean War Veteran in need of care? The proposed rule believes they should suffer a penalty close to double their husband or wife's. Continue reading
Posted Mar 20, 2015 at Idaho Estate Planning
As a parent, you're always thinking about what's best for your children. But have you thought about what might happen if you're no longer around? It's not a pleasant subject, but it is important. Planning for your children's future is even more important if you're not around to help. Continue reading
Posted Mar 19, 2015 at Idaho Estate Planning
Sadly, 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 Mar 18, 2015 at Idaho Estate Planning
Pictures, music, videos, and documents make up our digital life. Make sure that you’re prepared to pass those on. Continue reading
Posted Mar 17, 2015 at Idaho Estate Planning
Being Rich Doesn’t Make You Smart. Now the Granthams on the show may be friends with the Astors in New York and the aristocracy in England, but they’re extremely poor financial managers. Doing things the way we always have isn’t a business plan. Pay attention and make the necessary moves to be viable. Continue reading
Posted Mar 16, 2015 at Idaho Estate Planning
There isn’t one kind of dementia. There aren’t a dozen kinds. There are hundreds of thousands. Each person who lives with one of these diseases will be affected in uniquely destructive ways. Continue reading
Posted Mar 13, 2015 at Idaho Estate Planning
Have you signed your will? Is it one of those New Year’s Resolutions that you just have not yet taken up? If signing your own will is still on your “to do” list, then you are not alone. Continue reading
Posted Mar 12, 2015 at Idaho Estate Planning