Helping Idaho Charities Through Planned Gifting

Have you considered expandingyour generosity through a unique kind of charitable gift that is structured toactually “give back”? Examples include a charitable gift annuity, a charitableremainder trust, a charitable annuity trust, a pooled income fund or a lifeestate. As important as it is to...

Conservation Easements - Do Your Homework Idaho

Do you know the fundamentals ofconservation easements? If not, then you might want to do your homework beforeexploring this charitable tool.Better yet, you really ought toread a recent article in Private Wealthmagazine titled “Legacies By The Acre.”If the concept of an easement isnew to you,...

Gandolfini Will Has Lessons for Idaho Estate Plans Seeking Privacy & Asset Protection

Many of you may have seen thenews recently of the passing of James Gandolfini, famous TV star of the show“The Sopranos”. His sudden death was a shock to his friends, family and fans.What was also rather shocking was the state of his estate. Indeed, few estate plans inrecent years, celebrity...

Baby Boomers Facing Inheritance Boom Need Idaho Estate Planning

A sudden inheritance can betough for some people, particularly those feared too young to be heirs. Afterall, a young person might not know what to do with an inheritance. But thereare other generations that can encounter a sudden bequest with no priorinheritance experience too – baby...

Charitable Easements in Idaho Require Attention to Details

Can you have your cake and eatit too when it comes to conservation and façade easements? Goodquestion. It is only the lucky few who can make such an easement work - cake,frosting, and a charitable deduction sprinkled on top.Easements are often touted asthe “two-birds with one stone...
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