Current Affairs - Idaho Estate Planning

IRS Tax Free Gift Exclusion For 2013 Increasing

When it comes to estateplanning, it ultimately comes down to what the laws themselves provide. Butfear not, not all questions of estate planning law come down to politics. Forexample, with no political posturing involved at all, the annual exclusionamount is set to rise for the first time since...

Fiscal Cliff? Beware Of Estate Taxes!

Will the Bush-era tax lawsexpire after December 31, 2012? To expire or not to expire, that is thequestion. When it comes to the “default”2013 estate tax, some 12.5% of U.S. households may come under the estate taxaxe, according to new analysis by LIMRA. These numbers were picked up...

What to Do About Family “Freeloaders”

What happens when a family has a(healthy) adult child who never leaves home, or returns home with no plans toleave? Friction.This scenario becomes particularlypainful when the parents become elderly, especially when the adult child “freeloader”continues to mooch off of the aging parents and...

Have Financial Moves Like Romney

All politics aside, the presenceof an individual as financially savvy as Mitt Romney atop the Presidentialdebate stage brings some important estate planning lessons into the publicview. Not least amongst them is the “Intentionally Defective Grantor Trust” andthe acronym-turned-message, “I...

Charitable Giving – Staying Under the Radar Screen

Most charitable givers do notgive for the attention they will receive as a result. In fact, most of themeschew attention because it tends to only invite more uninvited “attention” forfurther generosity. Whatever your reason, considertaking steps to ensure your own anonymity even as you go...
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