2017 in Review at Idaho Estate Planning

  • 6 December 2017
  • Author: IEP Team
  • 0 Comments
2017 in Review at Idaho Estate Planning

It's been a great year here at Idaho Estate Planning and we wanted to share some of the biggest highlights with you! We love all our clients and friends and really appreciate you. We are looking forward to an exciting 2018 and working with you as you build a Legal Life Plan for your families.

Member Activities

This year we hosted two fun member events: a movie premiere in May and a night at the corn maze in October. We love seeing all our members and look forward to more exciting events in the coming year.

Education

Keeping up to date on laws and policy around estate plans, plus best practices for taking care of our clients is one of our core values. Being the experts in the fields of estate planning and elder law isn't just something we talk about, its something we do. Our team received over 100 combined hours of instruction in 2017. Instruction included estate and elder law planning, veterans’ benefit and Medicaid planning as well as office administration planning.

Training & Presentations

It's not just us who benefit from our value of education—it's the community and our members. We work hard to make sure we can get the word out about estate planning and Veterans benefits to everyone! We'll continue this effort into 2018 as we want all our members to become experts in their own planning. We also want every Vet we come in contact with to know about the VA Aid & Attendance benefit. It's underused and can be so helpful to many of our Vets.

Community Involvement

Idaho Estate Planning continued its association with Alzheimer’s Idaho and again helped with the Alzheimer’s Idaho Bowling Event in January and the Golf Tournament in June. We'll be at it again in 2018 and love supporting these events and encourage you to do the same!

2017 was a great year for us. Thank you. We’re driven to make improvements every year. To this end, we invite your comments and questions. With your help, we can anticipate the needs of our members and prospective clients and provide a quality service to more and more families. Because, when it’s all said and done, it’s family that you’re planning for. Family is the heart of our efforts. 

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