Veteran's Planning - Idaho Estate Planning

The Annual Gift Exclusion

We've been following the news aboutthe uncertainty of estate taxes. Pretty gloomy, yes? Cheer up! That oldplanning stalwart, the annual gift exclusion, continues to be a safe bet forwealth transfer planners.The Wall Street Journal recently took up the praises of the annual giftexclusion in an...

A Veteran's Devotion Through the Fog of Dementia

Dementia is a terrible disease and we still know so little about it. Stories like the one I saw on CBS News over the Labor Day weekend really got me to thinking about how much we still have to learn about what this disease does and how humans deal with it. It involves Augie Angerame and Frank...

Life's Milestones Should Inspire Reflection & Planning

Estateplanning is not a single event, but rather a lifetime process. As long asyou’re living, your life, your interests, and your plans are changing, growing,and adapting; you simply need to keep the paperwork current.It’s a goodidea to review your estate planning at regular intervals. But...

Avoid Family Strife Before It Begins

At the core of proper planning is the understanding that there’s simplyno time like the present; it’s the only time to ensure the future, to make yourintentions known. Proper estate planning means doing just that.The importance of the presentwas the topic of a recent Wall Street...

Trust Protectors

The concept of a “Trust” is actually pretty simple: One person holds legal title to an asset for another. If you transfer title of a piece of porperty, and say, “Hold this land for my family's benefit,” then a Trust has been created. Of course today there are many types of Trusts in...
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