Senior Edge Legal

04/20/2026

Happy Spring!

03/16/2026

Happy St.Patrick’s Day from all of us at Senior Edge Legal (and Sam and Beatrix, all dressed up for the holiday)

11/03/2025

Happy Halloween from Senior Edge Legal!

10/05/2025

We had a great time at the Senior Lifestyle Expo on Saturday!

09/16/2025

Idaho Senior Lifestyle Expo - October 4, 10am - 4pm!

01/28/2025

Susan Graham shares what she’s learned about family legacies in this video.



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Do you have a written estate plan that protects your future and your loved ones? Call to schedule a meeting with Susan Graham to give you peace of mind that your affairs are in order (phone 208-344-0375 or Contact Us on our website).

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Undoubtedly you have thought of someone who could use our services. If so, please have them call us at 208-344-0375. Introductions and referrals are the lifeblood of our practice. Thank you.

The best gift for your family is your stories

12/11/2024

As one of the wealthiest individuals on the planet, Warren Buffett's public disclosure of some of his estate planning earlier this summer crated plenty of interest.
Warren Buffett, as one of the creators of The Giving Pledge, encouraging wealthy people to give away most of their wealth to charitable causes, His estate plan isn't like other billionaires' estate plans. There are many takeaways for people of all different wealth levels, according to a recent article, . Senior Edge Legal offers some estate planning lessons from Warren Buffett.

Flexibility is Key

Buffett says he's changed his will several times after seeing how his children matured over the years. Building flexibility for his estate plan is important. It's hard to tell which child will end up with a better financial situation, or which is more financially responsible. In addition, any time there is a significant life event, like divorce, moving to a new state, a new child in the family or marriage, estate planning documents should be reviewed, especially state-specific ones.

Simplicity vs. Privacy

Buffett is celebrated for leading a relatively ordinary lifestyle, living in the same house, and driving the same car for many years. In a newsletter, he declared to Berkshire Hathaway shareholders his estate would be an open book, a simple last will and testament to be filed at the Douglas County Courthouse. The courthouse will no doubt be flooded by requests for the document, as it will become part of the public record once it's filed.

This is a surprising statement, as many families choose to use trusts to keep their family affairs private and not an open book to the public. A Last Will and Testament becomes a public document when filed with the Court. A trust is private.

Charitable Giving

Buffet has put his three children in charge of a charitable trust called a Donor Advised Fund. Buffett praises his children's ability to make good decisions, trusting them to carry out the family's philanthropic goals while leaving room for them to deal with future changes in the tax laws and regulations governing nonprofits. His plan for the three of them to make unanimous decisions may lead to some wrinkles in the plan. However, he believes their shared values will overcome any disagreements.

Conclusion
While these estate planning lessons from Warren Buffett sound wonderful, each family is different. At Senior Edge Legal, we've seen many loving families dissolve into contentious fights over a loved one's estate. We encourage everyone to create an estate plan for themselves and their families.

As one of the wealthiest individuals on the planet, Warren Buffett's public disclosure of some of his estate planning earlier this summer crated plenty of interest.

12/02/2024

By Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho.
As the leaves change color and the air turns crisp, fall reminds us that change is a natural part of life. Just as we prepare our homes for the coming winter, it's also an ideal time to review and update our estate plans. Like raking leaves, this annual task helps maintain the health and effectiveness of your financial legacy.
Why Update Your Estate Plan?
Life changes quickly, and your estate plan should reflect your current circumstances. Major life events such as marriages, divorces, births, deaths, buying a new home, or other significant changes in assets can all impact your estate plan. Regular reviews ensure your wishes are accurately represented and legally enforceable.
Key Areas to Review

Beneficiaries: Ensure all beneficiary designations on life insurance policies, retirement accounts, and other assets are up to date and match your overall estate plan.

By Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho.

12/02/2024

by Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho
As Thanksgiving approaches, families prepare to gather and share meals together. While the holiday is primarily about gratitude and togetherness, it also presents a unique opportunity to discuss important family matters – including estate planning.
Why Consider Estate Planning During Thanksgiving?

Family Gathering: It's one of the few times when family members are all together.
Reflective Mood: The holiday season often prompts thoughts about family and the future.
Year-End Timing: It's a good time to consider financial and legal matters before the new year.

The Importance of Estate Planning in Family Dynamics
Estate planning isn't just about distributing assets; it's about ensuring family harmony and protecting loved ones.

While the holiday is primarily about gratitude and togetherness, it also presents a unique opportunity to discuss important family matters – including estate planning.

12/02/2024

Both Thanksgiving and estate planning are all about your family. Check out this video from Susan Graham.



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Celebrate 20 Years of Excellence!
Join Us for an Economic Forum & Anniversary Celebration
You're invited to a special afternoon featuring: "The Outlook for Idaho and Treasure Valley Economics - Post Election”. An exclusive presentation by Steve Scranton, Chief Economist, Washington Trust Bank.
Date: Monday, January 13, 2025. Time: 2:00 – 3:30 p.m. Location: The Riverside Hotel, 2900 Chinden Boulevard, Boise
We're marking two decades at our current location with an insightful look at Idaho's economic future. Join us for refreshments and expert analysis of local investment markets and economic conditions in our post-election landscape.

Both Thanksgiving and estate planning are all about your family.