Customized and Affordable
Estate Planning
I specialize in estate planning that goes beyond legal
documents. I provide personalized guidance to help you
protect your family, assets, and life’s work.
Do I need a Trust?
When you create a Revocable Living Trust, you change the titles of your assets from your name to the name of your Trust, or arrange for assets with beneficiary designations to transfer into your Trust at your death. You no longer own assets in your name so there is nothing for the courts to probate when you die. You still maintain control of your assets because you control the Trust.
What if I die without a Will?
If you die without a will in Idaho, your assets will be distributed according to the state’s “intestate succession” laws, meaning your surviving spouse will receive all community property and half of your separate property, with the remaining half going to your children or other eligible heirs. In other words, if you don’t have a Will, you cannot decide who inherits from you or what they will receive.
What are Health Care and Financial Powers of Attorney?
Powers of Attorney allow you to specify who you want to make decisions for you if you become incapacitated. If you become incapacitated and do not have Powers of Attorney in place stating your wishes, a Court must appoint someone to act for you through a Guardianship/Conservatorship proceeding. These proceedings are time-consuming, costly, and require on-going Court supervision.