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Category Archives: Estate Planning
Fighting over Mom’s Stuff
Ugh…kids at their worst. When a parent dies and the children are faced with dividing up the possessions, things can get ugly. But by taking certain steps, the survivors can avoid family warfare. How to avoid fights over Mom’s stuff
Posted in Estate Planning, Executor, heirs, inheritance, Probate
Tagged estate planning, Executor, Heir, heirs, inheritance, probate
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When’s the last time you looked at your 401K or IRA beneficiary designation?
This is a minefield that many folks assume is done correctly. With volatile asset valuations and and unpredictable tax laws changing the planning landscape for many families, its worth reviewing your estate plans to make sure that ALL of your … Continue reading
Posted in Estate Planning, Investments, Uncategorized
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Avoiding Heir-raising Horror Stories
Encourage your clients to plan intentionally for their children. They do their children no favors when the kids are given responsibilities for which they are unprepared. Goodbye Family Fortune
DIY Wills
One’s written and properly executed Last Will and Testament is assumed by the law and by courts to be the written expression of the testator’s intentions regarding his or her estate. Even when its clear to the family and others … Continue reading
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged estate planning, EstatePlanning, intestacy, Last Will and Testament, Testator, Wills
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Estate Planning and Problem Children
Here is one approach to planning for children who are struggling with and addictions, financial problems, relationship disasters, etc. Using an Inheritance to Teach Your Problem Child a Lesson
Posted in Estate Planner, Estate Planning, fiduciary, heirs, inheritance
Tagged estate planner, estate planning, heirs, inheritance
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Family Feud
Family probate fight meets country music. Enjoy this new song by the Pistol Annies (imho not catchy enough to be a hit, but the content fits this blog). I posted the link to the version that gives the lyrics. Family … Continue reading
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged Estate, Estate administration, estate planning, Executor, heirs, inheritance, probate, Wills
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Understanding Probate
A recent article written by Kimmer Callahan describing basic Idaho probate. Helping to Understand Probate
Posted in Estate Planning, Executor, fiduciary, heirs, Idaho, Probate
Tagged Estate administration, estate planning, Executor, heirs, Idaho probate, inheritance, Last Will and Testament, probate, Wills
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Portability of Estate Tax Exemption
Since the current estate and gift tax structure sunsets in less than 15 months, high net worth families must take advantage of the window of opportunity. The portability of the federal estate tax exemption is one area of opportunity. Check … Continue reading
Posted in Estate Planning, Estate Tax
Tagged estate tax, estate tax exemption, Gift tax, Tax
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Avoiding traps with your Last Will and Testament
An excellent article for those who have yet to write a Last Will and Testament. Do your heirs a favor and get it done right. Not doing it right keeps people like me in business. http://money.cnn.com/2011/08/10/pf/will_hidden_traps.fortune/
Posted in Estate Planner, Estate Planning, Uncategorized
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Portability and the Credit Shelter Trust
Great article discussing the pros and cons of the new provisions of the 2010 tax act: Why Portability Isn’t a Cure-All.
Posted in Estate Planner, Estate Planning, Estate Tax
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Idaho Trustee 