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Category Archives: Estate Planning

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Video – The Difference Between Wills and Trusts

Estate PlanningBy Susan GrahamNovember 3, 2015

Do you want to learn more about wills and trusts and the difference between the two?  Susan Graham explains in one of her recent videos – “The Difference Between a Will and a Trust”.

Estate Planning Includes Future Living Plans As Well

Aging, Estate PlanningBy Susan GrahamSeptember 22, 2015

  There is a new book, Being Mortal, by Atul Gawande. The author is a physician concerned about improving lives as people age. As we get older we fall apart. This is normal. “Our functional lung capacity decreases, our bowels slow down. Our glands stop functioning. Even our brains shrink. … The earliest portions to…

My Husband Died. Do I Need to Probate His Estate?

Death Administration, Estate Planning, ProbateBy Susan GrahamAugust 25, 2015

It depends. If a deed to the home or other real property is titled “George and Sally, Husband and Wife” it will be necessary to “probate” George’s estate to remove his name and put the deed in just Sally’s name. Probate is a process where Sally, the surviving spouse, files a variety of papers at…

Idaho Law Change for Married Persons’ Estate Plan to Save Taxes

Estate Planning, Estate Taxes, FinancialBy Susan GrahamJuly 14, 2015

Idaho Law Change for Married Persons’ Estate Plan To Save Taxes [1] Do you and your spouse hold a joint brokerage account that is titled “Jack and Jill Hill, Joint Tenants With Rights of Survivorship (JTWROS)”? You may want to change the title to be “Jack and Jill Hill, Community Property, With Rights of Survivorship…

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