Funding a Trust: Don't Trip at the Finish Line

  • 21 April 2018
  • Author: IEP Team
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If you already have a trust in place for your loved ones, congratulations, you are off to a good start! On this episode, Attorney Mark Wight will coach you through methods to keep your estate plan updated so you can seamlessly pass your assets from one generation to the next.

How to Train Your Trustee

  • 16 April 2018
  • Author: IEP Team
  • 0 Comments
Deciding who you want to serve as your trustee is a matter that should be carefully considered. The myriad of responsibilities designated to trustees is not as simple as it may seem. Attorney Mark Wight explains how training a trustworthy custodian of your assets will ease the transition for...

Your Legal Life Plan: Protecting Your Home

  • 7 April 2018
  • Author: IEP Team
  • 0 Comments
A house is a substantial investment for many people, and it is only natural to have concerns about protecting this asset. On this episode, Attorney Mark Wight shares how you can protect and preserve the value of your home through long-term care planning.   

Long-Term Care Insurance Options

with Justin Walker

  • 31 March 2018
  • Author: IEP Team
  • 0 Comments
Although the average life expectancy for humans has increased over the years; there are a number of seniors spending their retirement years in poorer health. One of the costs of our evolutionary longevity is an increase in rates for long-term care insurance. Fortunately, you have a choice in...

Spring Clean for the May Queen & Downsizing Ideas

  • 24 March 2018
  • Author: IEP Team
  • 0 Comments
As you prepare for Spring cleaning, you may want to include a meeting with your financial and legal planning team to your checklist. Attorney Mark Wight shares the value of adding an annual review of your Estate Plan to your list of things "to-do" as you get your house in order...
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