Estate planning is more than just drafting a will. As an Idaho estate planning attorney, I've seen many clients focus on the ...
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The Christian Post on MSNPlanning an estate? 3 big questions to position your estate as a blessingStart today by taking these three questions to the Lord in prayer and let Him guide you in creating an estate plan that ...
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SmartAsset on MSNAsk an Advisor: I Need an Estate Plan but Don't Trust Advisors. What Are My Options?I’m a single woman with no children, turning 63 years old this year but my family has longevity so I’m using 100 years old as my life expectancy mark for retirement planning. I have a combined ...
Estate planning is one of the most important conversations you’ll ever have with your parents. Discussing wills, trusts, and end-of-life wishes ...
With any potential change in administration, wealth creation and preservation are hot topics of conversation. But this year, there’s one in particular that’s top of mind: the federal gift and ...
A question for you: do you have an estate plan? Of course you do, everyone needs an estate plan. Second question: who is(are) ...
With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.
Regular reviews of your estate plan ensure it remains aligned with your goals. Your advisers should address questions like: Are your income strategies resilient to market downturns? Have tax ...
Estate planning helps you control who gets your assets when you die and who will make medical decisions if you become incapacitated. Creating a trust and choosing a healthcare proxy are essential ...
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