The Lesson Behind Estate Planning We Must Not Forget

Estate Planning, Trust, Wills

If you have ever wondered about estate planning and how you can take action now to prepare for the future you are in the right place. I write these columns primarily to encourage people to prepare their estate plan before it is too late.  Without preparation, many...

Are you Prepared to Step In?

Estate Planning, Trust, Wills

I read an article published in the Wall Street Journal® titled “The Difficult, Delicate Untangling of Our Parents’ Lives.”   The author and his wife were in their 50s and dealing with the challenges of parents too incapacitated to handle their own affairs. ...

What Will Your Estate Plan Accomplish for Your Family?

Estate Planning, Trust

For those who attend my presentations, I offer a free, no obligation estate planning audit. There are three reasons for the audit. First, we discuss the issues/questions important to that person or couple. Second, we discuss what is accomplished with their current...

The Solution is Simple, Until It Is Too Late

Estate Planning, Power of Attorney

I once met with a family dealing with a terrible, unexpected crisis. A family member had been seriously injured in an automobile accident and faced months – possibly years – of recovery. His cognitive abilities had been seriously affected. For at least the foreseeable...

Divorce and Your (or Your Child’s) Estate Plan

Deeds, Real Estate, Wills

Last article I addressed what would happen if your Will leaves everything to your spouse, but you later divorce and do not change the Will. Idaho law prohibits an ex-spouse from receiving assets just because he or she was named in a Will created prior to the divorce....