Idaho Estate Planning - Get Real: Planning for Life, Death, and Disability

I recently accomplished a long standing goal to publish a book. My book is titled “Get Real: Planning for Life, Death and Disability”. The purpose of the book is to help people understand some of the realities of life and then to take control and plan for those realities. Let me...

Idaho Estate Planning - Why Do I Need a Trust?

The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption, adjusted for inflation, was made permanent—as well as the rules on portability of the exemption for married couples (i.e. $10 million...

Idaho Estate Planning - Choose The Right Successor Trustee

“Just because someone is a family member and wants to help out, they might be over their heads in this very important role.” It’s smart to work with an estate planning attorney to set up a will or a trust. But it’s not so wise to put these documents away with your high...

Idaho Estate Planning - You Can Leave a Legacy Just Like the Rockefellers

“You can empower your kids with a family trust that leaves a financial legacy.” Entrepreneurs may have a hard time deciding if they want to leave their children a large inheritance. You don’t want to create entitled, spoiled kids, but what’s so bad about giving your...

Idaho Estate Planning - Legacy Planning Succeeds After You're No Longer in Power

"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...
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