Idaho Estate Planning - The Basics, Living Trusts and Trustees

You don’t have to be a CEO or multimillionaire to benefit from a trust. If you have highly specific wishes on how and when you want your estate to be distributed among your heirs, then a trust could be appropriate. Also, you might be interested in setting up a trust if you’d like to avoid...

Idaho Estate Planning - Avoid These Common Barriers to Effective Planning

Estate planning requires clients to prepare for a future they won't be here to see. That idea can be disconcerting, so it's no surprise that advisors say the largest obstacles to successful estate planning revolve around clients' anxieties about what the world will be like without them. Those...

Idaho Estate Planning - Keeping Beneficiary Designations Current is Critical

Life insurance policies and retirement plans are key components of most estate plans today. In many cases, they represent the majority of assets in an estate. If the beneficiary designations are not kept up-to-date or not made at all, then these key assets may go to someone unintended.Austin...

Idaho Estate Planning - You Don't Have to be Rich to Need an Estate Plan

Many people believe that they're not "rich enough" to have an estate plan, but this couldn't be further from the truth. We believe that estate planning isn't necessarily about how much money you have; it's about reducing the burdens on your heirs. The real focus of an estate plan should be to...

Idaho Estate Planning - Full Disclosure Leads to Better Planning

For years, Patrick Severo didn’t understand why people were so reluctant to talk about estate planning. Then the 55-year-old father of three went through the process himself. “Speaking about death and what’s going to happen once you’re gone are unpleasant topics that people just...
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