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Category Archives: Estate Planning

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Estate Planning: Giving an Early Inheritance – Caution

Estate PlanningBy Susan GrahamNovember 1, 2016

What if you move into a retirement home, sell your house and give the house money to your son or daughter – is that a good idea? George, age 84, did just that. His wife died this spring and he no longer can take care of the family home – too many chores and too…

How Does an Inheritance Trust Work?

Estate PlanningBy Susan GrahamOctober 24, 2016

How does an Inheritance (Asset Protection) Trust work for your children? Susan Graham explains in one of her recent videos.

New Idaho Law Impacts “Digital Assets” and Estate Planning

Estate PlanningBy Susan GrahamJuly 28, 2016

The Idaho Legislature passed a new law to allow certain individuals, called “fiduciaries”, access to the “digital assets” of a person. The law allows the digital asset account holder to specify whether such assets should be preserved beyond death, distributed to heirs or destroyed. “Digital assets” include facebook, e-mails and lots of other electronic files…

Estate Planning and Dogs – Do They Go Together?

Estate PlanningBy Susan GrahamJuly 12, 2016

Up front, I confess, I’m a dog lady. I have had dogs my entire life. They are a joy to me. How do dogs relate to aging and estate planning? Studies show there are health benefits resulting from willingness and an ability to care for dogs. These benefits include: Fewer doctor visits. Less depression, less…

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