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Estate Planning Overview

If You Have No Estate Plan

It may be because you:

  • Can't make up your mind
  • Don't understand the need
  • Believe nothing bad will happen
  • Believe it will all work out
Couple thinking about estate planning

If You Fail to Plan

You may leave your loved ones with disagreements that lead to family division and even litigation. Idaho Law Group has the experience and expertise to customize a comprehensive Estate Plan which avoids family conflict.

Your plan may include:

Financial Powers of Attorney
Irrevocable Trust
Healthcare Powers of Attorney (Health Care Directives)
Special Needs Planning
Will
Asset Protection
Revocable Living Trust
Medicaid/Long Term Care Planning

What Is Estate Planning?

When someone becomes incompetent or dies, decisions about your assets must be made. Estate Planning is the practice of structuring your assets and creating instructions for your agent(s) to carry out your wishes so that what you have goes:

  • To Whom you want,
  • How you want, and
  • When you want.
Estate planning documents

Discover Your Estate Planning Needs

Not sure if you need estate planning? The truth is, every adult can benefit from some form of estate planning. The real question is, "What type of plan best suits your needs?" Uncover your unique estate planning requirements with our experienced guidance today.

Wills
Healthcare
Directive
Probate
Trusts
Asset Protection

Can My Financial Professional Help?

Many people tell us they have already done Estate Planning with their financial advisor, banker, or CPA. There are two aspects to estate planning – legal and financial.

Financial advisors, bankers, CPAs, and other financial professionals can assist you with the management and growth of your assets. They cannot assist you with the legal work necessary to establish an Estate Plan. Only an attorney can do that.

Financial professional meeting

How Will Estate Planning Help?

Control

Proper Estate Planning ensures the necessary legal documents are in place to keep you in control of your assets as long as you are able, and then put people you trust in control when you are no longer able. Your Estate Plan will provide sufficient instructions to guide those you trust.

Protection

With a properly drafted Estate Plan, your assets can be protected from creditors, predators, lawsuits, and even divorce. Idaho Law Group has the expertise and experience to craft an Estate Plan that will protect your assets and your family.

Tax Reduction

Estate planning can help reduce or eliminate estate taxes. Idaho Law Group can help you understand the tax implications of your estate and create a plan to minimize your tax burden.

Goal Oriented

Proper Estate Planning will support your goals. Good Estate Planning, when properly maintained, keeps your estate in a constant secured state: Plan now so a judge and your loved ones do not have to guess about what your intentions may have been.

Schedule a Free Consultation With One of Our Experienced Attorneys

We provide education and counseling to individuals and families so that you can make informed choices with confidence.