Bosch, Daw & Ballard, Chartered, offers estate planning services in three areas: legal, tax and financial. You select the thoroughness of your estate plan by choosing the mix of planning services. We also offer an annual review to adapt your estate plan to changed circumstances.
Legal protection of persons and transfers of property.
Circumstances:Young couples who wish to appoint a guardian for minor children; persons with individual net worth less than federal estate tax threshold.
Products:Prepare wills, trusts, wills containing trusts, property titles, guardianships, conservatorships, powers of attorney, and joint ownership arrangements.
Minimization of federal and state income, inheritance and estate taxes.
Circumstances:Persons with individual net worth exceeding $600,000 but less than $1,200,000; persons whose assets consist primarily of cash, publicly traded stocks and bonds, certificates of deposit, and Treasury issues; couples with grown children.
Products:Analyze estimated federal and state income, inheritance and estate taxes payable upon death; prepare simple lifetime trusts, family partnerships and corporations; implement gift programs; analyze life insurance.
Coordination of present and future investments and finances with estate plan
Circumstances:Persons with individual net worth exceeding $1,200,000; persons owning real estate (other than a family residence); persons owning all or part of a business.
Products:Prepare community property agreements, pre-nuptial and post-nuptial agreements, complex family trusts, partnerships and corporations; implement gift programs; restructure closely-held businesses; review disability and retirement plans; create charitable foundations and trusts.
The initial planning stage to create your estate plan. Each service may be rendered individually or combined with other services.
The simplest and least expensive estate plan protects persons and transfers property without considering financial consequences. A broader estate plan considers both legal and tax consequences. A complete estate plan coordinates the legal and tax plans with your present and future financial affairs.
Estate plans should be reviewed annually and adjusted for changes in family, finances, and laws. The annual review examines your present circumstances and the factors generating your estate plan and analyzes the suitability of your estate plan for your present circumstances.
Due to frequent changes in family relationships, finances and applicable laws, the annual review is as important as the creation of the initial estate plan.
Bosch, Daw, and Ballard, Chartered, is licensed to practice in the State of Idaho. Our principal office is located in Idaho. The information provided in this web page is offered for informational purposes only; it is not offered as and does not constitute legal advice. Bosch, Daw, and Ballard, Chartered, does not seek to represent you based upon your visit or review of this web page site. This web page site may be considered advertising under the rules of Idaho. You should not make legal hiring decisions based upon brochures, advertising or other promotional materials.