North Idaho Legacy Planning
Phone: +12082540567
Email:[email protected]>
Address:27397 S Rusty Lane St Maries, ID - 83861, United States
North Idaho Legacy Planning believes that most people want to live an intentional, principled and meaningful life. When people and families do not “know where they are going… pretty much any road is going to get them there” (Cheshire Cat, Alice in Wonderland) We listen to what our families really want and help them discover their life's purpose. We seek first to understand and not assume we have the answers. We respond with empathy based on our complete assessment of the results our families discover they want. We empower families to get clear on what really matters in life, put their legacy in order, and live a purposeful, abundant life.
Our vision is to live and work in a community where families:
1. Have assurance their loved ones are cared for in any situation and their properties and other assets are protected from probate.
2. Legacy and assets are protected according to their wishes in every instance.
3. Cash flow has been optimized and they have a lifetime spending plan that accounts for inflation.
4. Are not paying any more than required with respect to taxes.
5. Can create a perpetual giving mechanism to carry out their life's purpose.
We do this by helping families craft important legacy documents, conducting a comprehensive legacy protection assessment, and implementing the Lifetime Income Process. This is how we keep North Idaho in the family.
