Conservatorship & How to Avoid It

Another government default you don't want

  • 6 April 2017
  • Author: IEP Team
  • 0 Comments
Conservatorship & How to Avoid It
A Conservator is a court-appointed individual who manages the financial affairs on behalf of a protected person. This protected person could be a minor, a developmentally delayed individual who doesn't have the capacity to manage his/her own affairs, or someone who has suffered an injury or...

Why the State's Durable Power of Attorney is Better than Nothing (But Just Barely)

  • 21 March 2017
  • Author: IEP Team
  • 0 Comments
Why the State's Durable Power of Attorney is Better than Nothing (But Just Barely)
What is a Power of Attorney? When it comes to your affairs, you want to have someone you trust in charge in the event that you become incapacitated. Legally, to name someone as your "agent", you need to have a power of attorney. This documentation is a standard piece when it comes...

It's Never too Early to Plan - Why You Need a Legal Life Plan NOW

  • 1 March 2017
  • Author: IEP Team
  • 0 Comments
It's Never too Early to Plan - Why You Need a Legal Life Plan NOW
Typically, when we meet with clients or potential clients, we're seeing families in a later stage of life. Many have adult children and grandchildren and are either retire or thinking about it in the near future. And that's great! We love these clients and we're particularly...

Tips for Getting Ready for Tax Time

  • 8 February 2017
  • Author: IEP Team
  • 0 Comments
Tips for Getting Ready for Tax Time
It's that time of year: everyone is talking about taxes. You've probably started receiving forms and statements in the mail. The deadline for filing your tax return (Form IRS 1040) in 2017 is April 17. (Normally, tax day is April 15, but this year the 15th falls on Saturday so the next...

Navigating Difficult Family Situations When it Comes to Planning

  • 1 February 2017
  • Author: IEP Team
  • 0 Comments
Navigating Difficult Family Situations When it Comes to Planning
Not long ago, the prevailing attitude among parents (especially the dads) was that their estate planning was "None of their dang business!" This, of course, referred to the children. This might have been generational. It might have been a response to children not listening to their...
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