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TWO PROFESSIONALS NECESSARY FOR YOUR ESTATE PLAN

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Properly planning your estate takes teamwork. During our retirement years most of us will deal with several professionals for different purposes, including a financial advisor, an accountant, and an attorney. The most effect estate plans are those in which those professionals work together. That being said, there are several important professionals who should be involved in planning your estate, but are most often overlooked. Here are two:

A Funeral Director. One of the most overlooked resources available for your estate plan is a pre-paid burial plan. As a result, family members are forced to scramble to make decision, including decisions surrounding the appropriate funeral service, if any, and how to pay for the costs associated with a funeral service and/or cremation. Unfortunately those tough decisions need to be made while mourning the loss of a loved. one.

Consulting a funeral director during your life will provide you with a sense of peace as you know your loved ones will not have to deal with financial stressors in addition to dealing with loss. At Racine Olson our experienced estate planning attorneys recommend you speak with a funeral director to pay for and plan your funeral services. Many of our clients throughout Pocatello, southeast Idaho, Idaho Falls, Twin Falls, and Boise, report back to us of the sense of completion they fell after pre-paying for, and planning, their funeral services. Mostly, our clients feel like they are providing their loved ones with the opportunity to mourn rather than worry about financial issues after their passing.

Medicare Planner. Most of our clients apply for Medicare around age 65. Some clients even purchase a Medicare supplement plan for their current needs. The . . . they do mothing. Unfortunately health conditions/needs often change as we age. That is why it is important to consider reviewing your Medicare coverage on a regular basis to ensure you are receiving the most appropriate benefits for your situation.

At Racine Olson our experienced Idaho estate planning attorneys recommend reviewing your estate plan on a regular basis to ensure your plan meets your ever-changing needs. Part of your regular review should include your Medicare coverage. Our attorneys will help you locate experienced and certified Medicare agents throughout Idaho, including Firth, Malad, Montpelier, Preston, Soda Springs, American Falls, Blackfoot, Pocatello, Idaho Falls, Rigby, Twin Falls, Rupert, Burley, and Boise.

Call us toll free at 877-232-6101 or 208-232-6101 for a consultation with Nathan Palmer and the Racine Olson team of Idaho Estate Planning attorneys in Pocatello, Idaho Falls, or Boise. You can also email Nathan Palmer directly at nrp@racinelaw.net. We will answer your Idaho Estate Planning questions and will help you determine how to meet your personal estate planning needs.

 

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