Boise Estate Planning Lawyer

Estate planning in Boise is about more than just drafting a will—it’s about making sure your loved ones are protected and your wishes are honored. Whether you are starting a family, planning for retirement, or looking to secure your assets, a well-structured estate plan from Johnson May provides security and peace of mind for your family’s future.

Estate Planning in Boise, ID

Estate planning is a vital process for anyone who wants to ensure their loved ones are protected and their wishes are honored. In Boise, ID, estate planning services are designed to help Idaho families create a comprehensive estate plan that addresses the distribution of assets after death or in the event of incapacitation. By taking the time to plan ahead, families can avoid unnecessary complications, reduce the burden on loved ones, and make sure that their unique needs and wishes are respected. Whether you are just starting to think about your estate or looking to update an existing plan, creating a well-structured estate plan is essential for peace of mind and the security of your family’s future.

Benefits of Creating an Estate Plan

Creating an estate plan offers significant benefits for individuals and their families. A thoughtfully prepared estate plan protects your assets, ensures your loved ones are cared for, and helps avoid the delays and expenses of probate. With the guidance of an experienced estate planning attorney in Boise, you can minimize taxes, provide for minor children or special needs family members, and ensure your assets are distributed according to your wishes. Estate planning also brings comfort and security, knowing that your affairs are in order and your family’s future is protected, no matter what circumstances arise.

Comprehensive Estate Planning Process in Boise and Throughout Idaho

Estate planning is about protecting your loved ones and ensuring your wishes are carried out effectively. Through our comprehensive estate planning process, we help families create thorough plans that secure their future. We pay close attention to the details of every estate plan to ensure nothing is overlooked. While many people delay estate planning, our experienced team makes the process straightforward and accessible. Whether you need a will-based estate plan or a complex trust agreement, we’re here to help you explore various estate planning options tailored to your needs.

At Johnson May, our practice focuses on estate planning and probate law. Our estate administration and elder law attorneys provide reliable, proactive assistance for families navigating the complexities of estate planning. From simple wills to complex living trusts, we handle all aspects of estate planning under Idaho law. We welcome new clients and pride ourselves on our prompt response to inquiries. Contact our Boise office today to discuss how we can protect your loved ones and preserve your legacy.

To get started, schedule an appointment at one of our offices for a free initial consultation.

Understanding Your Estate Assets

An estate can include a wide range of different assets. When you are building an estate plan, it is important to think about all of the property, businesses and assets that you own and/or control. Understanding the components of your estate is fundamental. To be properly prepared, you need to ensure that you are well-organized. Some common items that may be included in an estate are:

• Real estate: Primary residence, vacation home, or rental property
• Personal property: Jewelry, artwork, and furniture
• Bank accounts: Checking, savings, and retirement accounts
• Investments: Stocks, bonds, and mutual funds
• Life insurance policies
• Business interests: Shares in a company or sole proprietorship
• Intellectual property: Patents, copyrights, and trademarks
• Digital assets: Online accounts, social media profiles, and cryptocurrency holdings.

Whatever the size of your estate, our Wills and Trusts Attorneys in Boise, ID take the time to understand your needs and circumstances, explain the available options, your concerns, and work closely with you to develop a plan that meets your goals with minimal tax implications. We have the knowledge to help you address even the most complex estate planning issues. Our skilled lawyers frequently work with experts across various disciplines, such as financial planners and tax accountants, to establish an effective plan to protect your assets.

Types of Estate Plans

There are several types of estate plans available to meet the diverse needs of Boise families. Common estate planning tools include wills, living trusts, powers of attorney, and living wills. Each of these options serves a unique purpose: a will can designate guardians for minor children and specify asset distribution, while a living trust can help avoid probate and streamline the transfer of assets. Powers of attorney ensure someone you trust can manage your affairs if you become incapacitated, and living wills outline your healthcare preferences. Boise estate planning attorneys work closely with clients to create customized estate plans that address their unique needs and goals, ensuring every aspect of their estate is protected.

How Do I Find Your Office?

Comprehensive Estate Planning and Elder Law Services

At Johnson May Law, we believe that protecting your family’s future should be both comprehensive and clear. Our dedicated Boise estate planning attorneys work alongside you to create practical, effective solutions that safeguard both your loved ones and your legacy. We take pride in helping clients throughout Idaho put the right structures in place, bringing peace of mind to every aspect of estate planning. Our comprehensive services in Boise and the surrounding region—including Canyon County and Mountain Home—include:

• Business Succession: Small and mid-sized businesses must have the right estate planning in place. Planning for the future of your business is crucial. We help business owners outline a clear plan for who will take over your business, ensuring a smooth transition. If you have any questions about business succession planning, contact our Boise legal team for help. 
• Estate Administration & Probate: After a loved one passes, managing their estate can be overwhelming. Our Boise estate planning attorneys also serve as probate lawyers, guiding clients through the probate process and ensuring an estate is settled according to the deceased’s wishes. We handle a wide range of probate matters, providing experienced assistance with estate administration and probate proceedings throughout Idaho, including Canyon County and Mountain Home. 
• Complex & Simple Wills: Whether your estate planning needs are straightforward or intricate, we are equipped to help. Our Boise estate planning lawyers draft detailed wills that reflect your specific desires, ensuring your assets are distributed exactly how you envision. Contact our Boise estate planning attorney for help with will planning. 
• Codicils: Life brings changes—and your estate planning needs can change too. If you need to make changes to an existing will, a codicil is essential. Our Boise estate planning attorneys assist in updating your will through codicils, making sure every modification meets legal standards and accurately represents your current wishes.
• Living Trusts: A will is not the only way to pass down property/assets to your heirs. In fact, it may not even be the best tool to promote a smooth transfer to beneficiaries. Living trusts are an efficient, effective tool designed to help distribute assets in an orderly manner—outside of the probate process. Our Boise estate planning lawyer designs living trusts that avoid probate and provide clear instructions for asset distribution. Contact our Boise law office today for a confidential consultation. 
• Trust Amendments: A trust that you put in place several years ago may no longer be the right tool to protect your interests and achieve your goals. Whether it is due to changes in the law, your assets, or your beneficiaries, we provide the support you need. Contact our Boise estate planning lawyers today for help with a trust amendment. 
• Durable Powers of Attorney (POA): Preparing for a time when you might not be able to make decisions for yourself is crucial. We prepare a durable power of attorney (POA) that designates someone you trust to manage your affairs, giving you peace of mind. A POA should be a part of every well-structured estate plan. 
• Healthcare POA: A healthcare POA is vital for ensuring that someone you trust can make medical decisions on your behalf if you’re unable to do so. We guide you in selecting a trusted individual and outline your healthcare preferences. Contact our Boise estate planning lawyer for help with a healthcare POA. 
• Living Wills: Also known as an advance healthcare directive, a living will specifies your wishes regarding medical treatment if you’re unable to communicate. We help you create a living will that clearly expresses your healthcare decisions. If you have specific questions about living wills, contact our Boise estate planning attorney today. 
• Guardianships and Conservatorships:  In situations where an individual can’t make decisions for themselves, setting up a guardianship or conservatorship can be necessary. We assist in establishing these legal arrangements to protect your loved ones’ well-being and financial interests. As guardianships and conservatorships are especially complicated, it is imperative that you have an attorney who is well-versed with Idaho law on your side.  

Unlike larger firms that may rely on automated processes, we offer a personalized approach and direct attorney access for every client. Many of our new clients come to us through referrals from satisfied clients and their friends, who trust us to provide the same high level of service and care.

Estate Plans and Taxation

Tax considerations are a crucial part of the estate planning process. A well-designed estate plan can help minimize tax liabilities and maximize the assets passed on to your loved ones. In Idaho, estate planning lawyers use strategies such as trusts and charitable giving to reduce estate and inheritance taxes. By working with an experienced attorney, you can ensure your estate plan is structured to take advantage of available tax benefits, protect your assets, and provide for your beneficiaries in the most efficient way possible. Careful planning today can make a significant difference in the financial legacy you leave behind.

Estate Planning in Idaho: Frequently Asked Questions (FAQs)

Am I Too Young to Set Up an Estate Plan?

No. If you are an adult, you should have an estate plan. All adults in Idaho can benefit from an estate plan that protects their rights. Once you have an estate plan in place, your Boise, ID attorney can easily adjust it (modify it) to account for life’s ever-changing needs. 

What Happens If I Never Set Up an Estate Plan?

You will lose control of your own estate. If you pass away without an estate plan, your assets are distributed according to Idaho law in a process called intestacy. In other words, the court will apply state law to decide who inherits your property—and what the court decides may or may not align with your personal wishes. Without an estate plan, your family may have to deal with complicated legal and financial issues, adding stress during an already difficult time. It can lead to unintended beneficiaries, major disputes between family members, and a longer and more complicated probate process.

Who Should I Select as the Executor for My Will?

Choosing an executor is a personal decision and depends on whom you trust to manage your estate according to your will. It could be your spouse, a family member, or a professional like a lawyer. Consider selecting someone responsible, organized, and capable of handling financial and legal matters. You should also be sure that you pick a person who is willing to take on the responsibility. 

How Often Should I Review My Estate Plan?

It is wise to review your estate plans periodically and after major life events or complicated issues. Some major life events include marriage, divorce, the birth of minor children, significant changes in finances, or the death of a loved one. These reviews help ensure your plan remains aligned with your current wishes/needs. Your Boise estate planning lawyer can help you update the estate plan as required.

Should I Set Up a Trust?

Setting up a trust depends on your individual needs and circumstances. Trusts can be useful for avoiding probate, managing assets for minors, providing for a special needs family member, bankruptcy or maintaining privacy about your estate. Trusts offer flexibility and control over how and when your assets are distributed.

Can I Write My Own Will or Trust?

While it is possible to draft your own will or trust, it is not advisable. Idaho law is complicated. DIY estate planning—even if the law has you write a relatively straightforward will—dramatically increases the risk of an error. A top-tier Boise estate planning lawyer will protect your rights and interests.

What is a Durable Power of Attorney and Why Do I Need One?

A durable power of attorney (POA) is a legal document that grants someone you trust the authority to manage your affairs if you become incapacitated. A POA can make financial decisions and manage legal affairs. Having a durable POA in place ensures that your affairs can be managed according to your wishes—even if you are unable to make decisions yourself. 

The Role of an Estate Planning Attorney

An estate planning attorney is an invaluable partner in creating a comprehensive and effective estate plan. In Boise, estate planning lawyers offer personalized guidance throughout the entire estate planning process, from the initial consultation to the final implementation of your plan. With over thirty years of experience serving Idaho families, these attorneys have the expertise to address even the most complex estate planning needs. They help clients understand their options, draft and review documents, and ensure every detail is handled with care. By working with a dedicated estate planning attorney, you can be confident that your plan will protect your family’s future, reflect your unique wishes, and provide peace of mind for years to come.

Why Rely On the Boise Estate Planning Attorneys at Johnson May

Estate planning is complicated without a knowledgeable attorney to help you avoid costly mistakes throughout the entire process. It is normal to have tons of questions about the best way to protect yourself, your family, and your assets. At Johnson May, we are a boutique law firm that is devoted to helping our clients find the best answer for their specific situation. When you reach out to our Boise law office, you will have an opportunity to consult with an Idaho estate planning attorney who can: 

• Listen to your story and answer questions about estate planning;
• Help you gather and prepare all of the documents and records; 
• Ensure that your estate plan effectively protect your financial interests; 
• Advise you on incapacity planning; and
• Develop a comprehensive strategy to protect your rights and achieve your goals.  

A one-size-fits-all solution is not good enough for your family’s estate planning needs. Our Boise estate planning lawyers are prepared to invest the time, the resources, and the attention the client needs to provide personalized estate planning representation that you and your family can trust. 

Contact Our Boise, ID Estate Planning Attorney Today

At Johnson May, our Boise estate planning lawyers are committed to helping people find peace, security, and closure through proper planning when a person passes. If you have any questions or concerns about estate planning, we are here to help. Call our phone now or contact us online for a completely confidential consultation. From our office in Boise, we provide estate planning services throughout the Treasure Valley region, including in Ada County, Boise County, Elmore County, Twin Falls County, and Gem County.