Trust-based Planning

Every parent worries about what the future holds, but single parents often carry an extra burden when it comes to planning. Luckily, an estate plan tailored to these can give single parents peace of mind about protecting and providing for children. On this episode, Jen and Steve talk about what single parents specifically need to consider as they plan.   Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/bcb11349-d53a-4bf0-9484-275d6c2fca93

Owning a small business comes with its own rewards, but also creates challenges for estate planning. On this episode, hosts Jen and Steve talk buy-sell agreements, insurance, and business succession planning, to keep the small business owner thinking ahead.   Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/b3fb85aa-a544-421e-9e66-f4e4c52eb0a4

Everyone loves gifts! However, if you aren’t careful, your generosity might cause more headache than joy. On this episode, hosts and Boise-based estate planning attorneys Jen Wulf and Steve Rausch talk about the basics, including what you can gift annually without having to report the gift to the IRS, as well as some smart strategies for considering how gifting money or property can fit into your long-term estate planning goals. Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/9cd77b8f-65e8-48a0-909c-d3f33b88d20f

Estate planning attorneys Jen and Steve discuss planning for millennials: considering guardians for minor children, managing digital assets after death, and why estate planning is important for adults at any age.   Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/63f87def-1c2b-47f5-ae57-876d4a85b4cd

Hosts Jen and Steve, estate planning attorneys in Boise, Idaho, might seem like superheroes, but that’s not what they mean by Powers of Attorney. In this episode, they’ll discuss what a Power of Attorney does and why you need one for your finances and another for your healthcare matters.  Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/37e49039-99fa-44e1-94ac-2d3f4689138e

Estate planning attorneys Jen and Steve explain community property, where it applies, and how to be sure you or your spouse avoids a real estate mess when one of you die.    Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/ebfb7835-f5fb-4575-baf7-6e8ab9c9cf11

Estate planning attorneys Jen and Steve discuss using a trust to plan for your family’s future, how a trust can help avoid probate, and why they aren’t just for the wealthy. Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/207ee099-c6b3-4b4a-9902-9e235fa32397

Estate planning attorneys Jen and Steve explain what exactly “probate” means and how preparing a will can instruct your loved ones through the process.  Learn more about Jen’s estate planning practice at www.wulflegal.com Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/6326c21e-b47a-4c85-9e9c-00e1321bbf6f

On the very first episode of You Can’t Take It With You, hosts Boise-based estate planning attorneys Jen Wulf and Steve Rausch give a general overview of estate planning: what the heck is it and who needs to do it? (Spoiler: it’s everyone).  Learn more about Jen’s estate planning practice at www.wulflegal.com  Learn more about Steve’s estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/9d844a1f-d4ec-4b00-8749-560a42150156