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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...

Take Care of Your Loved Ones: Put a Plan in Place

  • 25 January 2017
  • Author: IEP Team
  • 0 Comments
Take Care of Your Loved Ones: Put a Plan in Place
When it comes to estate planning, many of the families we talk with are concerned with leaving "something" for their kids, grandkids, or other loved ones. And while this is admirable and a great goal for most, sometimes it's not realistic. Depending on your stiuation, it may...

Introducing Katherine, Strategic Partner Support Services

  • 19 January 2017
  • Author: IEP Team
  • 0 Comments
Introducing Katherine, Strategic Partner Support Services
Our success is based on developing partnerships with individuals and businesses that share our passion for helping families care for each other. The success of these strategic partners is essential not only for our own success, but more importantly, for the success of our clients and their...

What Women Need to Know about Planning for the Future

  • 11 January 2017
  • Author: IEP Team
  • 0 Comments
What Women Need to Know about Planning for the Future
When it comes to planning for the future, and what happens when the future arrives, it's our experience that the women of the family tend to be the most affected. Whether it's the squeaky wheel about finally getting that trust and long-term care plan into place, or the point person...
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