OUr Why
Mission
Core Values
Empower families to get clear on what really matters in life, put their legacy in order, and live a purposeful, abundant life.
Faith - Family - Integrity - Service - Generosity
- Faith - We believe in one God the Father Almighty… We are Christians and conduct business with Christian Ethos.
- Family - We believe family is the most important and basic unit of a moral society. We will support families in their mission, vision, values, and purpose by providing excellent, reflective consultation that empowers them to put their legacy in order and joyfully live the one life we are blessed with.
- Integrity - We are uncompromisingly committed to doing what is in the best interest of our clients, to best serve their mission, vision, values, legacy and purpose.
- Service - We believe in leading with value and education. We conduct our business in such a way that our clients feel as if they are being empowered to be better. We seek first to understand, empathize with our clients and assist them in starting with the end in mind. We are committed to results based planning for your entire estate.
- Generosity - We will give of our time, talents, relationships, and resources so that we are an example of the generosity we want to encourage in our clients, families, and community.
Vision
North Idaho Legacy Planning believes that most people want to live an intentional, principled and meaningful life. When people and families do not “know where they are going… pretty much any road is going to get them there” (Cheshire Cat, Alice in Wonderland) We listen to what our families really want and help them discover their life's purpose. We seek first to understand and not assume we have the answers. We respond with empathy based on our complete assessment of the results our families discover they want.
Our vision is to live and work in a community where families’:
1. Have assurance their loved ones are cared for in any situation and their properties and other assets are protected from probate.
2. Legacy and assets are protected according to their wishes in every instance.
3. Cash flow has been optimized and they have a lifetime spending plan that accounts for inflation.
4. Are not paying any more than required with respect to taxes.
5. Can create a perpetual giving mechanism to carry out their life's purpose.
Who We Work With
North Idaho Legacy Planning works with Families that:
- Own at least one property.
- Want to avoid the probate process.
- Want to ensure their loved ones are cared for in any situation according to their wishes.
- Want peace of mind with respect to family, legacy, and wealth.
- Want assurance they are not paying any more than is required with respect to taxes.
- Want to be and foster generosity within their family and community.
- Want an optimized, lifetime spending plan they won’t outlive and accounts for inflation.
- Believe they are made to be value creators and not consumers.
- Believe they can use money as a tool and stay focused on their life’s purpose.
What We Do
- Complete Legacy Document Package
- Revocable Living Trust
- Income Only Option
- A/B Trust Option
- Spendthrift Provisions
- Optional Sub-Trust for children
- Certificate of Trust
- Last Will and Testament
- Financial POA
- Healthcare POA
- Living Will and Advanced Directives
- Customized Funding of the Established Trust
- Comprehensive Legacy Protection Assessment
- Unexpected Lawsuits
- Catastrophic Health Events
- Unexpected Death
- Market Risk and Income Volatility
- Unnecessary Taxation
- Lifetime Income Process Evaluation
Jereme Roodhouse
Jereme is husband to Laura, father of 4 children, grandfather to 2 grandchildren, a Marine Corps and Army National Guard veteran with 20 years of service and owner of North Idaho Legacy Planning. While in the Marine Corp Jereme and Laura lived throughout the U.S. In 2015 they were blessed to make the Inland Northwest their home. Jereme and Laura currently live between Harrison and St. Maries, ID and are committed to serving and investing in their family and community. They love to work together on their land, play together in the mountains and on the water, host their friends and feed all the kids, grandkids and animals they have collected!
For the past 7 years Jereme has honed his ability to help folks and families craft and live their life's purpose, become and be value creators, constantly increase their financial competency, and become, be and foster generosity in the world. Jereme is committed to empowering families to get clear on what really matters in life, put their legacy in order and live a purposeful, abundant life. North Idaho Legacy Planning is the primary vehicle with which Jereme carries out this purpose.
