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Recently, a friend of mine was her neighbor's driver to a procedure at a gastro appointment at a bustling practice. During the hour or so, my friend sat in the waiting room, she estimated that she observed no less than 40 to 50 patients registered with the...

On 7/01/21, Savannah Young Meksto and Bob Mannor of Mannor Law Group provided a different spin on whether you should have an estate plan. Take a look and see if you agree with them or not.  1.       "You want to make it as difficult...

Given the current economic climate, I thought this article about using creative estate planning strategies was very much in order. You might find it an interesting read. It was first published at Kiplinger online on 9/9/23 and written by Paula Nangle, CFP....

One would think that celebrities, surrounded by a team of financial and legal professionals, wouldn't make terrible mistakes when it comes to estate planning. One feels they have "no excuses," but the stories continue. While sensational, they often provide an...

Keeping your will and trust up-to-date is as important as having one to begin with. An out-of-date will could do more harm to your loved ones than no will at all. Estate planning is NOT a "one and done," but once done, it doesn't have to be time-consuming or...

This article from Kiplingers, published on 9/27/23 and written by Kristen Sieffert, provides an interesting perspective for those planning to leave their homes to their children. Perhaps it is already in your will? Let's face it: there has been so much in the news...

Now that you've said, "I do," it's time for a few more "I do's" and some "I don'ts" as well. Many, if not most, newlyweds rarely think about estate planning. Of course, if they are getting married for the second time and have children, that can be a huge mistake. But...

Whatever circumstances cause someone to be a single parent, I have a soft spot in my heart for them. It is not easy flying solo as a parent; all responsibilities fall on one individual's shoulders. Sometimes, overwhelmed single parents can forget the importance of...

You don't often see estate planning articles addressing the client's gender. That's why this piece caught my eye. Mr. Robert J. Green makes some interesting points in his article published on 8/2/23 by the Coeur d'Alene/Post Falls.  Let's start by acknowledging...