When estate planning, finding successor trustees who are trustworthy and dependable is crucial. They don’t have to be ...

You might think you’re covering all bases by creating a will, but you may want to branch out to other options.

These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to ...

Estate planning goes beyond a simple will—it’s about long-term wealth preservation. While a will ensures clear inheritance, a ...

Many of our clients choose to set up revocable living trusts as part of their estate plan, often with the primary goal of ...

As an Idaho estate planning attorney, I've seen firsthand the consequences when families put off creating their estate plans.

A divorce will not automatically change estate planning. The keys to making these changes are ensuring an ex-spouse cannot ...

If the language to create a Totten Trust sounds familiar, it should. Totten Trusts are basically Payable on Death (POD) and ...

As lives become busier and more complex, AI will become indispensable in helping families manage one of life’s most critical responsibilities.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.