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What You Need to Know about Using Trusts in Your Estate Plan

  • 2 June 2017
  • Author: IEP Team
What You Need to Know about Using Trusts in Your Estate Plan
Early forms of the trust arrangement go back as far as Ancient Israel and the Roman Empire! Modern trust approaches have been used for hundreds of years and remain an important part of contemporary estate planning. At its simplest, a trust is a legal relationship in which a person’s...

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...