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Tag Archives: estate planning
Joint Ownership of Property Between Generations
I can’t think of any situation where its advisable to use joint ownership where there’s not a better solution, except to keep people like me employed as an expert witness in the resulting litigation. Top 5 Reasons to Beware of … Continue reading
Why Wealth Disappears
Business owners and those who advise them should take note. Why Wealth Disappears.
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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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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Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever
Courtesy of Bloomberg: http://www.bloomberg.com/news/2011-07-28/dynasty-trusts-let-u-s-wealthy-duck-estate-gift-taxes-forever.html
Posted in Estate Planning, Estate Tax
Tagged dynasty trust, estate planning, estate tax, inheritance tax, trustee
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Correct Trust Principal and Income Accounting is Critical!
Not too long ago, I was called to help out the remainder beneficiaries of a Trust. These beneficiaries were siblings and their dad had passed away. Before he died, Dad had been an income beneficiary of a separate Trust for … Continue reading
Idaho Trustee 