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“They are Sandpoint's "A-Team!" Each team member brings their expertise to the table, so the issue is covered from every angle. They went the extra mile, and brought the truth to the table.”Stacey M.
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“I have been having a difficult health issue while trying to get my estate in line. Allen Shoff has been extremely helpful and understanding during this process.”Mike S.
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“Professional, reliable, knowledgeable, consistent, well seasoned and skilled individuals that make up this firm. I could not ask for a better group of folks to assist with any of my legal needs.”John M.
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“Very knowledgeable and easy to work with, I would recommend anyone looking to set up a trust go see these guys!!”Laura D.
Big-Firm Resources. Boutique-Firm Attention.
Protecting Your LEgacy One PLan At A Time
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Exceptional Communication
We talk to you, not just at you—ensuring clarity and confidence throughout the process.
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Boutique Firm, Big-Firm Expertise
We offer high-level service and resources to every client with a personal touch.
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Direct Attorney Access
At Sandpoint Estate Planning, you'll work closely with an experienced attorney, not just staff.
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Highly Customized & Thorough
You won't find cookie-cutter plans here; every detail is tailored to you and your specific needs.
Our Practice Areas
Asset Protection
Our firm is dedicated to protecting your hard-earned assets from potential risks with effective strategies. Our tailored approach allows us to safeguard your financial security and preserve your wealth for future generations.
Estate Litigation
We provide strong representation to Idahoans navigating complex disputes over wills, trusts, or estates in estate litigation. Whether you’re contesting or defending an estate plan, our lawyers can work tirelessly to resolve these legal matters efficiently and fairly.
Power of Attorney
We assist in creating durable powers of attorney for healthcare and financial decisions. This critical process grants designated individuals the authority to act on your behalf if you become incapacitated, giving you confidence that your affairs are in trusted hands.
Special Needs Planning
Providing for a loved one with special needs requires careful planning. Our lawyers help families with special needs planning to preserve the financial security and well-being of individuals with disabilities without jeopardizing government benefits.
Succession Planning
We can help you create a structured succession plan to protect your business legacy and facilitate a smooth transition of ownership and operations. Our objective is to minimize potential conflicts and tax burdens while preparing the next generation to manage inherited responsibilities.
Trusts
Trusts offer flexibility, privacy, and control over your assets. We can guide you in selecting and establishing the right trust to meet your goals, whether for estate tax savings, asset management, or providing for your loved ones.
Wills
A well-drafted will is paramount to detailing how your property and assets will be distributed after your passing. From guardianship to asset management, our lawyers can help you create a clear plan that reflects your wishes and addresses what matters most.
What Is Estate Planning?
Estate planning is the process of organizing and outlining how your assets will be managed and your wishes honored in the event of your death or incapacitation. Some key components include wills, trusts, powers of attorney (POA), advance healthcare directives, beneficiary and guardianship designations, and tax planning strategies.
At Sandpoint Estate Planning, our attorneys are well-versed in these legal intricacies to help you create a tailored estate plan that reflects your family’s unique needs. Whether you want to protect your legacy, provide for loved ones, or reduce taxes, our goal is to secure your future and provide lasting peace of mind.
What Is the Estate Planning Process in Idaho?
If you’re preparing to create an estate plan, here are some important steps to take:
- Consult an estate planning lawyer. Seeking legal counsel is crucial to creating an estate plan that addresses your specific needs.
- Draft documents. Your lawyer can help you draft essential documents, such as wills, trusts, and powers of attorney, to safeguard your wishes.
- Review and finalization. Your attorney can review the final documents to ensure they clearly reflect your intentions and align with your objectives.
- Maintain your plan. It’s important to maintain your estate plan after finalization to accommodate major life changes, such as marriage, children, or changes in property ownership.
Choose a Boutique Firm with Big-Firm Experience
At Sandpoint Estate Planning, we understand how stressful it can be to get your affairs in order. When it comes to planning for an uncertain future, put over a decade of experience on your side by partnering with our experienced attorneys. Since 2008, our firm has provided highly personalized and thorough estate planning services at affordable prices in Bonner County. From drafting initial documents to finalization and implementation, we can help you protect what matters most.
Take the first step toward protecting your family’s future by contacting our skilled estate planning attorneys in Sandpoint. Call (208) 268-1203 to schedule a free consultation.
