Posts Tagged ‘Priceless Conversations’
Planning For More Than Money
Last night my son and I sat down for our nightly, pre-bedtime tradition—corn chips and a bowl of La Herdez salsa. Every night when he senses bedtime approaching, he will look up at me and ask for chips and salsa, and, although this is pretty insignificant in the grand scheme of things, I love the small moment we have to bond over our chips and salsa. These experiences have reminded me that our lives are so much more than our money, assets, and possessions. It’s these simple moments with a son, daughter, mother, father, brother, or sister that truly enrich our lives and provide us with a lasting legacy. One of my goals as a Personal Family Lawyer® is to provide clients planning documents that not only properly care for their assets but that provide their children, families, and friends with a legacy of values and beliefs my clients stood for during their lives. It is about passing on the individual not just the money. To accomplish this, VIP members sit down with me in a “priceless conversation” where we discuss their legacy, family, heroes, treasures, wisdom, wishes, etc. This conversation is recorded and provided to the client in both ...
Idaho legal news by Snake River Law
- Election Year Antics February 8, 2012Welcome to politics in 2012! Did you sign up for what we’re getting in America? In many ways, nobody is happy with the landscape. Most of us—Independents, Democrats, and Republicans alike—are unhappy (or even disgusted) with politics in general. It’s at the point of being most disgruntled, however, that we need to pay the most […]admin
- Assets Without Physical Form November 8, 2011There’s been a lot written about estate planning in recent years. That’s partially because federal laws on the taxation of estates have changed a lot in the past few years, and they will be up for discussion by Congress again before the end of 2012. Anything being discussed by Congress gets a considerable amount of […]admin
- Professional Guidance Through a Complex Process October 18, 2011There is a widespread misconception that estate planning is simply a method of directing one’s assets to designated beneficiaries in the event of death. That’s simply too narrow of a view. Estate planning is necessary—crucial in fact–in the event that you become incapacitated or otherwise need a loved one to manage your finances. This can […]admin
- Three Reasons for Having a Living Trust October 5, 2011There are a multitude of reasons to have a living trust. We can’t begin to cover them all, but we will touch on three reasons very briefly here. Reason #1: Protecting Property for Certain Beneficiaries When most of us think about estate planning, we think about passing our property to our family and […]admin
- Estate Planning and Business Succession September 22, 2011Most people hear the words “Estate Planning” and automatically think about wills, trusts, tax issues, and probate. The reality is that estate planning is about much more than just figuring out how to pass on your hard-earned assets. We’ve written a lot about the ways that estate planning benefits families. Today we’re going to talk […]admin
- A Hypothetical, But It Does Happen August 4, 2011Today we’re going to discuss a situation that happens all the time. It’s a situation that almost nobody thinks about, unless you’re an estate planning attorney, but it does occur often enough to talk about. Consider the following hypothetical: A woman, let’s call her Elizabeth, has passed away. Elizabeth is survived by four adult sons. […]admin
- Beyond the Allocation of Assets July 14, 2011Estate planning is about much more than just deciding who gets what in the event of your death. It’s also about avoiding unnecessary taxes, and in the event that you have minor children, making sure that custody of your children doesn’t go to the state. Yes, you heard that correctly. It’s simply not the case […]admin
- Health Care Directives July 14, 2011Most estate planning law firms spend a considerable amount of time writing about wills, trusts, and guardianship documents, but when was the last time you read anything about healthcare directives? That will be the focus of this article, because healthcare directives (also called living wills) are integral to planning for your care, should anything ever [... […]admin
- Five Strategies For Paying For College When Money Is Tight June 10, 2011Everyone knows how important it is to have a college degree… As a parent, you know that providing your children with a college education is one of the best things you can do to ensure their future. Yet, in a recent Gallup poll, 70% of the parents surveyed admitted they have no idea how they’re […]admin
- Your Estate Planning Checklist May 20, 2011The death of a parent… Medical issues… Birth of a child… A milestone birthday… Any of these events can trigger the urge to put your affairs in order and plan your estate. One of the best things you can for your loved ones is to leave them an estate that’s well organized, clear cut and […]admin
