Estate Planning in Boise and All of Idaho

Estate planning is one of the most critical—and often overlooked—components of the financial planning process. To put it plainly, having an estate plan in place ensures that your wishes will be carried out as planned in the case of death or disaster. In addition, it guarantees that if you were to pass away, you would be the one to decide guardianship over your children, rather than leaving the decision to the court system.

TrueNorth Wealth is among the top financial firms in Idaho and Utah, with offices in Boise, Logan, Salt Lake City, and St. George. At TrueNorth Wealth, we ensure that our clients have an estate plan in place and verify that it outlines their unique wishes.

Estate Planning image depicting a house made out of multiple 100 dollar bills.

What you can expect from our Estate Planning Services & Estate Tax Planning in Boise.

Our estate planning process begins with a thorough review of all your existing estate documents, including living wills or last will and testaments, revocable or irrevocable trusts, advance care directives, financial power of attorneys, and more. Then, we help our clients understand precisely which documents they need and why.

Our team of experts will review your situation line by line to verify that your documents clearly outline your wishes, all while minimizing your estate’s tax liability. During the review process, your dedicated financial planner will highlight their recommendations and help you navigate the following questions:

  • Who will raise your children if you were to pass away?
  • How should your beneficiary designations be listed?
  • Do you need a trust, a will, or both?
  • Which type of trust is best for your situation?
  • How can you minimize your estate’s tax liability?
  • Should all of your children be listed as equal heirs? What about your children’s spouses?
  • At what age should your children inherit your estate?
  • How should you approach the discussion with your family?
  • Can you afford to give a gift now, or should you leave it as an inheritance, and what are the tax implications of each decision?

In addition to navigating each of the questions above, your financial planner will help you communicate directly with your estate attorney to verify your wishes are outlined.

For clients that have not started the estate planning process, we will walk with you each step of the way and have built strategic partnerships with various local and remote estate attorneys to help craft your unique estate documents.

Let’s get started.

If you’re interested in working with a dedicated and trusted financial planner to guide you through the estate planning process, then let’s get started. Click below to schedule a complimentary consultation and meet your CFP® professional at our Boise office or through a teleconference or phone call.

Talk with an Estate Planner Today