NORTHWEST ESTATE PLANNING
nwep.us
Areas of Focus: Life and Legacy Planning, Kids Protection Planning, Family Business Planning
Licensed States: Idaho
Dennis Boyles is a business and commercial attorney with over ten years of experience in insurance, risk management, real estate and law. Prior to becoming an attorney, Dennis was a practicing commercial and residential insurance adjuster. He grew his independent adjusting firm from one person to a franchise with offices in three states. Dennis is currently enrolled in the American Institute of Certified Tax Planners Tax Coach program. Dennis has also successfully represented parents in Idaho and Washington child protection cases, including litigating one to the Idaho Supreme Court, and is particularly excited about leveraging that experience to help parents proactively plan for and avoid unnecessary entanglements with CPS.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.