Fixed Fee Estate Planning
If you own a home, have retirement accounts, a bank and investment account, and perhaps some life insurance – we can assist you and work with you on a fixed basis for your base estate planning.
Planning for High-Net-Worth Individuals
If you have multiple properties and investments, we can assist you with your estate planning and work with you to ensure your assets are titled consistently so your estate plan works as intended. We can assist you with our effective and efficient estate planning process billed at our hourly rates, and can provide estimates of the fee once we have information about your particular situation.
Advanced Estate Planning
Best suited for high-net-worth individuals and families with estates with assets in excess of $20 million that may be subject to federal estate tax. We assist with advanced tax planning strategies including lifetime planning for irrevocable gifting trusts for children and grandchildren, and grantor retained interest trusts
Relocation Planning
For individuals and families relocating to Idaho from another state, we work with you to establish an Idaho estate plan and address planning for property you may still own located in another state. We work inclusively with your existing team of professionals including your CPA, financial advisor and estate attorney from your former state. If you have assets in California and Idaho we can assist you in both states.