Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails […]
When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care because I’ll be dead,” “I’m too young,” “That won’t happen to me,” or “My family will […]
As you already know, the COVID-19 pandemic means nothing is business as usual. Idaho, like many other states, implemented a “shelter-in-place” order to limit the spread of the disease; however, if you are not in a place with such an […]
There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear threat, illness, poverty, civil unrest, or all of the above. However, the use of the word “unprecedented” regarding […]
Creating these 4 legal documents will protect you and your family in a health crisis or quarantine issue. Avoid legal roadblocks that may prevent you from caring for a loved one that has medical issues.
A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate succession” would apply, meaning that the state decides who gets your stuff, and it’s very likely not to be who you would choose.
Create these five essential estate planning documents to ensure you are protected during your life and you empower your family through responsible wealth transfer.
The financial impact of living a long life should be a consideration in your estate planning. That’s why we take a holistic approach to estate planning– so we can help you cover all the angles and live life to the fullest.
