Veteran's Planning - Idaho Estate Planning

Fiscal Cliff? Beware Of Estate Taxes!

Will the Bush-era tax lawsexpire after December 31, 2012? To expire or not to expire, that is thequestion. When it comes to the “default”2013 estate tax, some 12.5% of U.S. households may come under the estate taxaxe, according to new analysis by LIMRA. These numbers were picked up...

What to Do About Family “Freeloaders”

What happens when a family has a(healthy) adult child who never leaves home, or returns home with no plans toleave? Friction.This scenario becomes particularlypainful when the parents become elderly, especially when the adult child “freeloader”continues to mooch off of the aging parents and...

Annual Maintenance Keeps Your Estate Plan "Like New"

An estate plan is a livingdocument. It has to be. After all, you’re a living person. Unfortunately, Congress and theWhite House are constantly shifting. As a result, your estate plan must adapt,improvise and overcome. For wealthy families in particular, many of theirestate plans are simply out...

Have Financial Moves Like Romney

All politics aside, the presenceof an individual as financially savvy as Mitt Romney atop the Presidentialdebate stage brings some important estate planning lessons into the publicview. Not least amongst them is the “Intentionally Defective Grantor Trust” andthe acronym-turned-message, “I...

Medicare Open Enrollment Approaches

I recentely read a good article on the Fox Business website titled "How Seniors Can Prepare for Medicare Open Enrollment". If you qualify or will qualify this year for Medicare you may want to check it out.Trying to keep up to date on Medicaid,Medicare or any other issues faced by America's...
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