Do You Trust Your Trustee?

  • 11 April 2018
  • Author: IEP Team
  • 0 Comments
Do You Trust Your Trustee?
One of the important things you do when you create your Legal Life PlanTM is name the trustee or trustees of your estate. These are the people you trust (ha!) to make decisions about your property and healthcare if you aren't able to do so. Deciding on who these people are who...

Home Sweet Home: Protect Your Loved Ones and Your Assets

  • 4 April 2018
  • Author: IEP Team
  • 0 Comments
Home Sweet Home: Protect Your Loved Ones and Your Assets
We get a lot of questions about what to do with the family home. It can be a major piece of retirement planning, an asset that needs to be considered. No matter your plans for the future, whether you want to stay at home, downsize, or pass the home onto your children, you need to have a plan for...

Better to be Lucky than Good? Not When it Comes to Your Family

  • 13 March 2018
  • Author: IEP Team
  • 0 Comments
Better to be Lucky than Good? Not When it Comes to Your Family
I had the opportunity to visit with a couple that had recently retired and had determined to get their estate organized. When I asked about long-term care planning and what they had done about it, their response was intriguing. However, they just simply said out loud what I believe most people...

How a Comprehensive Legal Life Plan Saves Heartache

  • 20 February 2018
  • Author: IEP Team
  • 0 Comments
How a Comprehensive Legal Life Plan Saves Heartache
It's still February, and though Valentine's Day is passed (and now the candy is on sale) we still want to focus on how planning helps your loved ones. We all want the best for our families. We work hard to give them the best that we can throughout our lives, and often want that to...

Give Your Kids What They Really Want: A Plan for the Future

  • 15 February 2018
  • Author: IEP Team
  • 0 Comments
Give Your Kids What They Really Want: A Plan for the Future
Many of the families we work with want to get their affairs in order to ensure they can pass something on to their children or grandchildren. And we understand that desire. After working hard your whole life, leaving something to your loved ones is a gift to them. The downside to this desire...
RSS
12345678910Last

Categories