Financial Planning

Every estate plan is an intrinsic part of the overall financial plan. What are your long-term goals for your children and your retirement? Is a college savings plan in place? Do you want to pay off your mortgage, live in your home for as long as you can and then leave the property to an heir? Are you planning to eventually sell your home and move to a place with warmer weather and activities for retirees? These are the kinds of questions that directly affect both your long-term financial plan and your estate plan.

Attorney Steve Minert at Minert Law Office is able to help identify your goals and create a plan to achieve them. He can take you through a financial physical, which examines both your current financial affairs, your future objectives and assets such as a house, a pension plan and other investments.

Assets and More

Insurance is the foundation of the financial home. While estate planning ensures that your assets are given to loved ones at the correct time, insurance is an essential staple to a good estate plan because it helps to guarantee there are assets to give.

There are many ways to ensure that your assets are protected. Asset preservation is that aspect of estate planning that looks at your assets, identifies those at the highest risk and finds ways to protect them from creditors, probate litigation or other potential problems.

Meridian, Eagle and Nampa Retirement Planning Attorney

Minert Law Office represents clients throughout Boise, Idaho, and the surrounding region. Call 208-991-3394 or contact us by e-mail to arrange a free initial consultation with an experienced attorney.

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