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...

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 - When Should You Start Planning?

Did you know yesterday is history, tomorrow is a mystery and today is a gift, which is why we call it the present?Anything can happen to any one of us at any time and in any place. Cars crash, strokes strike and each of us has a date with potential incapacity and certain death. Given this...

Idaho Estate Planning - A Master Directory Benefits You and Your Family

Morningstar's April 18th article "How to Create a Master Directory" says that a lot of the work of sifting through documents and files would be unnecessary if everyone would create a very basic master "directory."This type of document—be it a PDF, an Excel file, a Word document, or even a...

Idaho Estate Planning - Too Poor for an Estate Plan? Absolutely Not!

If you have completed your estate planning, when was that? Where are the documents? Does your family know where they are located?Estate Planning needs to be reviewed and updated whenever there is a major life event like a marriage, birth, death, or divorce.Haven't done any estate planning? Why...
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