Estate Planners for Medical Professionals

Comprehensive financial planning not only provides for your family’s present and future goals; it also ensures that they will be taken care of in the event of your passing. Having an effective estate plan eases the burden on loved ones left behind by ensuring timely, cost-effective allocation of assets. 

What is Estate Planning?

Estate planning is the process of preparing for the distribution of wealth and assets that will happen after a person’s death. Aspects of a comprehensive estate plan include choosing beneficiaries, arranging for the disposal of assets, managing any debts, and minimizing unnecessary taxes or fees. 

As a medical professional, your practice and financial circumstance create specific needs that must be addressed in your estate plan. For example, many in the medical field are high wage-earners and thus have a larger estate, potentially making them subject to higher estate taxes. In addition, a physician’s estate planning may require additional consideration for the management of a private practice and protecting other assets and liabilities. 

What We do

At IMAFS, we specialize in estate planning for medical professionals. We understand the financial circumstances surrounding your career and family life, and we focus on creating a comprehensive estate plan that will meet your individual needs. The advisors at IMAFS will help you to: 

  • Create a living will or trust

  • Ensure that your current will/trust is comprehensive and updated

  • Manage asset allocation

  • Analyze your estate plan to ensure that any potential taxes and fees are minimized

  • Create a plan that can be implemented in a timely manner after your death (avoiding probate, etc.)

Plan for Tomorrow — Today

No matter what life throws your way, you need to be ready. From estate and retirement planning to wealth management, the fee-only financial planners at IMAFS are dedicated to helping create a more secure future for you and your loved ones. 

To learn more, contact us by calling 208-504-1736 or filling out a contact form


About Idaho Medical Association

The Idaho Medical Association now exceeds 2,500 members of medical professionals through the state of Idaho. All of these medical professionals meet the association’s strict membership requirements. Our financial services group is uniquely skilled to provide the utmost wealth management services optimized for medical professionals like those throughout the association.


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