Living Trust - Idaho Estate Planning

Idaho Estate Planning - Trusts & Taxes, A Complicated Relationship

The variety of trusts and the rules surrounding them are many and can be complex.A recent CNBC.com article, titled "Estate planners shift gears in new tax environment," explains the reason for this variety and complexity - for tax purposes, "trusts are treated like wealthy individuals—only...

Idaho Elder Law - Passing Down the Family Home

The timing of creating an estate plan doesn't necessarily coincide with a certain age. As pointed out in a recent Forbes article, titled "Passing Down Your Home? 3 Steps To Creating A Successful Estate Plan," the timing of creating an estate plan has more to do with the different stages of your...

Idaho Estate Planning - To Sting or Not To Sting?

Sting's motive for not leaving an inheritance to his kids is understandable to a degree. Wealth can be a springboard to some, but others can squander it away to their own demise. Is there another way to ensure your kids will use the money sensibly without cutting them completely out of the will?...

Idaho Estate Planning - No Portfolio is an Island

A recent MarketWatch article, titled "No man is an island, as Donne said, and neither is a portfolio," explored the "island" perspective to asset allocation and why you shouldn't invest in this way. Why? Because the portfolio is examined in isolation and does not consider the investor's "total...

Idaho Estate Planning - Time To Review Your Documents

Have you checked in on your estate plan recently?The wrong executors or trustees can wreak havoc on even the best estate plan. Those whom you designate to act for you under either a financial or medical power of attorney also are critical choices. Review the choices in your plan.This is...
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