Idaho Estate Planning - Facing Life's Transitions With a Plan

"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 twenty years. Those...

Idaho Estate Planning - The George Patton Approach to Planning

George Patton's advice: "A good plan, violently executed now, is better than a perfect plan next week."Being in the Estate Planning and Elder Law business, one of the difficult challenges we have is getting clients to take action. If there is no urgency to act, then there is no strong motivation...

Idaho Estate Planning - Second Marriages Complicate Estate Plans

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs? If you have not planned your estate yet, take inventory. Spend a...

Idaho Elder Law - Marriage After 50

Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. "You've had a lifetime of solidifying your money beliefs" and behaviors, says Janet Stanzak, president of the Financial Planning Association. These are some ways to smooth the...

Idaho Estate Planning - Advice Before Your Second (or Third) Marriage

If you’re anything like the typical person contemplating a second (or third) marriage, you are older, have children, have accumulated property, and have been enjoying a standard of living you would like to maintain. Below are a few important considerations for estate planning for a second...
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