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Idaho Estate Planning
Eagle, Idaho
Recent Activity
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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 yesterday at Idaho Estate Planning
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"From keys to debts, handling an estate is a detail-oriented responsibility." Continue reading
Posted 3 days ago 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
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"Drafting a will can be a stressful and sometimes frightening task." Continue reading
Posted Apr 29, 2016 at Idaho Estate Planning
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With a special needs trust in place, you make certain that there's a financial mechanism to continue to provide the child with the highest quality of life possible. Continue reading
Posted Apr 28, 2016 at Idaho Estate Planning
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Instead of waiting for a crisis, people should start mobilizing “when family members see the situation is becoming more challenging but it hasn’t hit the crisis level yet,” says Ms. Drelich. “This type of situation is usually seen when there is a somewhat slow, steady decline in the older person.” Continue reading
Posted Apr 20, 2016 at Idaho Estate Planning
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"Here are some ways to keep the peace between adult children and other relatives who may benefit from your estate." Continue reading
Posted Apr 18, 2016 at Idaho Estate Planning
"Estate planning is next on our spring cleaning list." Continue reading
Posted Apr 15, 2016 at Idaho Estate Planning
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"Wills and revocable living trusts are both common terms in estate planning. Both apply to distributing assets, but the two documents, although they are sometimes related, serve very different purposes." Continue reading
Posted Apr 14, 2016 at Idaho Estate Planning
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"You have to be very impoverished or very sick to qualify for Medicaid late in life." Continue reading
Posted Apr 13, 2016 at Idaho Estate Planning
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"Without a plan, a challenging time for your loved ones will become even more complicated and difficult." Continue reading
Posted Apr 4, 2016 at Idaho Estate Planning
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"A new report from the National Council on Aging shows that more seniors are in even deeper financial straits, borrowing and going into debt to meet their expenses." Continue reading
Posted Mar 29, 2016 at Idaho Estate Planning