There’s No Place Like Home for Your Golden Years

  • 17 June 2018
  • Author: IEP Team
  • 0 Comments
There’s No Place Like Home for Your Golden Years
As one ages, questions arise whether you should continue living at home or consider other options. The greatest part about this decision is that you can make that selection themselves if the assets, health, and the desire to choose are there. But deciding on where you will settle when you...

Planning for Safe Summer Travel

  • 2 June 2018
  • Author: IEP Team
  • 0 Comments
Planning for Safe Summer Travel
While there’s still time, many of our clients take the opportunity to travel over the summer. Whether you’re opting for cross-country travel to visit family or taking a long-planned trip overseas, there are a few steps to take before you travel to ensure your affairs are taken care...

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...
RSS
12345678910Last

Categories