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Choosing a Representative in Estate Planning

Choosing a Representative in Estate Planning

by | Mar 1, 2022 | , , , , ,

In completing your estate planning, there are often tough choices that need to be made. These important decisions include determining who you want to make decisions on your behalf if you are not available to do so because of unavailability, incapacity or death. The most common types of representatives include a personal representative/executor, trustee, power of attorney and guardian. Each of these representatives include different goals and considerations. Let us assist you in choosing the best personal representative, power of attorney, guardian or trustee for you and your family. 

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Probate Basics: Summary Administration

Probate Basics: Summary Administration

by | May 12, 2021 | , , ,

If you are dealing with a simple estate and deciding whether a probate is necessary, a summary administration of the estate may be an option to avoid a lengthy probate. Idaho law allows for a simple alternative to probate if you are the surviving spouse of the deceased and you are the sole beneficiary of the deceased’s estate called a “summary...

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Most Recent Posts

End-of-Year Estate Planning Checklist: What Idahoans Should Review Before the New Year

The end of the year is the ideal time to review your estate plan—especially when family is gathered. This Idaho-focused guide walks you through updating your will, protecting shared property, planning for your business, reviewing medical directives, and having meaningful conversations with loved ones. Includes a downloadable checklist to make year-end planning simple and stress-free.

Caring for the Caregivers: How Legal Planning Can Help

November is National Family Caregivers Month—a reminder to honor those who dedicate themselves to helping others. Learn how powers of attorney, guardianship, and other legal tools can protect caregivers and their loved ones alike.

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