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Dodging Probate

Wednesday, August 23rd, 2017

Sparing one’s heirs the requirement of going through probate necessitates pre-planning.  In the absence of a plan, probate is the default requirement. So, how can probate be avoided? There are normally two ways: A person can cobble together a variety of individual steps to insure that each asset can pass to his chosen heirs.  Specifically, […]

Probate by Surviving Spouse?

Friday, August 18th, 2017

Perhaps the single most widely-held misconception about probate here in Idaho is the notion that surviving spouses are exempt from the probate requirement. They are not.  If a married person passed away with either a Simple Will or no Will at all, the surviving spouse of that person will normally be required to go through […]

Probate: Is it Always Required?

Tuesday, August 15th, 2017

No, probate is not always required. Whether or not it is required is determined by the answers to two questions: Did the person who passed away own any real estate? If so, probate is normally required unless special steps were taken to avoid that requirement. Did the person who passed away leave total accounts and […]

BARRY PETERS: Medicaid Liens?

Saturday, August 12th, 2017

When a person can no longer take care of housing and feeding himself or herself, the federal Medicaid program insures that suitable housing and feeding are available. But before the government steps in to bear the cost of that assistance, it requires that the person’s own resources must first be exhausted.  In other words, a […]

Probate: What is it?

Friday, August 11th, 2017

In its simplest form, probate is the legal process that makes sure that the right people inherit the property and possessions of a person who has passed away. Without the legal probate process, the situation can turn into a free-for-all, or worse. The probate process is initiated with a petition filed with the probate court […]

Gun Trusts?  In Idaho, Who Needs Them?

Thursday, August 10th, 2017

Gun trusts are a very good idea for a few gun owners. For most people who own firearms, they are not necessary. Here’s the dividing line:  People who own firearms that are subject to special federal registrations and restrictions, a gun trust is needed. But most people who own weapons do not own any of […]

Why are Prices Posted?

Saturday, August 5th, 2017

I post my prices for simple transparency. Potential clients can know ahead of time how much they should expect costs to run.  I am able to post those prices with confidence because I’ve been around the block on these issues so many times.  That gives me a very good idea just how much time the […]

What About Property Outside of Idaho?

Thursday, August 3rd, 2017

If you own property in more than one state, a Family Trust becomes an even more important part of your estate plan. Without a Family Trust or Living Trust, the heirs of a person who owned property in multiple states must not only go through probate here in Idaho, they must then also do a […]

How Much For A Trust?

Saturday, July 29th, 2017

For a person who is not married, a complete Living Trust or Family Trust package is just $1,495.  For a married couple, the package is $1,895. But, in order for you to do an effective cost comparison, it’s also important for you to know just what your package will include.  If you have this office […]

Property Outside of Idaho?

Tuesday, July 25th, 2017

If you own property in more than one state, a Family Trust becomes an even more important part of your estate plan. Without a Family Trust or Living Trust, the heirs of a person who owned property in multiple states must not only go through probate here in Idaho, they then must also do a […]

Wit & Wisdom

The thing that impresses me most about America is the way parents obey their children.

- Edward VIII, Duke of Winsor


Testimonials

My husband and I are so pleased with your professionalism and knowledge on doing our trust. You are the best. Thanks a million." (Andi C., Boise, Idaho)