Veteran's Planning - Idaho Estate Planning

Beware of the Iraqi Dinar Scam

We have been approached by some prospective clients wanting to know how much it will cost for Estate Planning. They are very excited because they believe they will soon be coming into large sums of money and they are interested in asset protection. What will be the source of this new wealth?...

Informing Your Heirs

While the decision to leave wealth to your loved ones is typically an easy one, more difficult issues can be what to leave, to whom, and how. To further complicate matters, you should be asking yourself a couple of questions. Should you talk to your loved ones now about your plans and their...

Retirement Cash Flow Planning

Most married couples want to ensure that all of their resources are available to provide for the surviving spouse, upon the first death. However, without careful retirement planning now, surviving spouses could find themselves in a "cash flow" pinch just when they need income most.Estate...

Military Families Need Estate Planning Too

For too many of us, the necessities of estate planning are easy to forestall. However, for a military family, the exigencies of the present are too great to ignore. Proper planning is an immediate concern.How can military families properly plan? A recent Forbes article titled "Make a Legal and...

Time Running Out on the Gift Tax Exemption

A few poignant reminders never hurt anybody, especially when the issues are this pressing. Case in point: There are fewer than six months remaining to make use of the $5.12 million gift tax exemption.If you have not noticed, communication between Congress and the White House is rather...
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