Living Trust - Idaho Estate Planning

Idaho Estate Planning - Potential Hazards of Joint Ownership & Beneficiary Designations

Idaho Estate Planning - Potential Hazards of Joint Ownership & Beneficiary Designations
Figuratively speaking, life is chock full of road hazards. If we know where they are, then we can avoid them. It is the unknown hazards that are the problem. Just like when you're traveling on an unfamiliar road, it is best to learn from the experiences of those who have been down that road...
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What You Need to Know About Trust Planning in Idaho

  • 2 August 2017
  • Author: IEP Team
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What You Need to Know About Trust Planning in Idaho
Like so many things in life, trusts are not a one-size-fits-all, nor are they the end all and be all when it comes to estate planning. However, they are one of the many tools we use at Idaho Estate Planning to create your individual Legal Life Plan.  What is a trust? A trust is a...
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What You Need to Know about Using Trusts in Your Estate Plan

  • 2 June 2017
  • Author: IEP Team
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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...
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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...
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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...
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