Idaho Estate Planning - Should You Leave Your Kids an Inheritance?

A report by the Hearts & Wallets financial services research firm says that affluent members of the boomer generation are divided about leaving an inheritance to their children, according to Forbes in "How Boomer Parents Feel About Leaving Inheritances." However, those boomers less inclined to...

Idaho Estate Planning - Gift or Bequeath, Which is Best for You & Your Heirs?

Money isn't everything, but it keeps the kids in touch. Though I say that jokingly, I do want you to take estate planning seriously.  Most of us don’t want to just enjoy our retirement and have enough money for old age, but to leave something behind as well. But what's the best way to do that?...

Idaho Estate Planning - Legacy Planning Tips

Few people get excited about doing estate planning, even though they might recognize the importance of leaving a legacy for their children and grandchildren. If you want to be smart about making gifts to your loved ones, though, there are some things you should consider before just writing a...

Idaho Estate Planning - Many Benefits of Charitable Giving

Lifetime gifts may carry considerable advantages over charitable bequests. "One interesting aspect of lifetime giving is that you get to see your donation in action, even if you prefer to do so anonymously," says Linda S. Beerman, chief fiduciary officer for Atlantic Trust. "Even the less...

Idaho Estate Planning - Should Inheritance be Based on Need or Equality?

You have a sizable estate, and you have children who will someday inherit the assets of your estate. You are preparing the necessary documents to state your wishes for how your estate is divided. But what exactly do you want to happen with it? In the book “The Charles Schwab Guide to Finances...
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