Estate Planning

We know that thinking about the end of life isn’t much fun. We also know that life is busy, and it can be easy to procrastinate getting your estate documents in place. As your trusted advisor team, we are uniquely positioned to talk about complicated family matters and ensure that your estate is distributed the way you want. Having a plan in place will give you peace of mind, and your family will be grateful to have a roadmap in an already difficult time.

We can help with:

Wills / Trusts
Medical Directives
Durable Powers of Attorney
Beneficiary Review
Other legal issues as needed

With Treasure Valley Financial Planning, you get it all.

You get it all. Unlike most advisors, who only focus on investment management, Treasure Valley Financial Planning offers all essential components to ensure you feel secure.