Veteran's Planning - Idaho Estate Planning

Women Have Different Concerns When Transferring Wealth

Planning your wealth transfer canbe complicated. While there are many elements to consider, forgetting the“family factor” could be detrimental. Obscure laws, politics, budgets,financial markets, returns, etc., are all important elements of wealthtransfer. Unfortunately, for many planners,...

Consider Your Medicare Options

The Medicare enrollment period has begun. For some, the process is frustrating and confusing. If you aren't sure which option is best for your situation you may want to read this article printed in the Idaho Statesman yesterday. The article can be found here. Along with the artice was a very...

IRS Tax Free Gift Exclusion For 2013 Increasing

When it comes to estateplanning, it ultimately comes down to what the laws themselves provide. Butfear not, not all questions of estate planning law come down to politics. Forexample, with no political posturing involved at all, the annual exclusionamount is set to rise for the first time since...

Never Underestimate the Protection of a Revocable Trust

Trusts are powerful devices. Infact, even “revocable” trusts can afford valuable protection. Consider the caseof Frank and Geryl Pearl, as reported in a recent Forbes article titled “Pearl -- Transfers to Revocable Trusts WereNot Fraudulent Transfers As To Creditors Of The...

Long Term Care for Wartime Veterans

We have spoken many times about the non-service related benefit offered by the Veterans Administration knows as "Pension". Pension has many levels and many names. You may have heard it referred to as Aid & Attendance, Housebound Benefit or Pension Benefit. It is always nice to find someone else...
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