By Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho That was a question a college friend asked me during our last visit. She was concerned that the revocable trust she set up before retiring was not what she wanted now. This was my answer: Problem One: Failing to coordinate titled assets…
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Who do you want notified if you become seriously ill, or when you die? Susan Graham discusses in this new video.
DetailsBy Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho Last week, my friend, Ida, fell in her condo and knocked herself out. She lives alone. Luckily Ida had an app on her phone that notified Alice of the fall. Alice lives in another unit in the same building, Within five minutes…
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What is “My True Wealth” and why should I share it? Susan Graham explains in this new video.
DetailsBy Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho Need money? You may be able to withdraw $100,000 from your retirement accounts due to Coronavirus. Last month the IRS issued a reminder that the CARES Act can help eligible taxpayers make withdrawals from their retirement accounts with favorable tax treatments. …
DetailsBy Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho Do you want to reduce your child’s taxes on their inheritance and at the same time protect that inheritance from predators? There are ways to write up your estate plan, so after your death, the inheritance received by your children is:…
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