Keeping Your Plan Up to Date

  • 7 December 2016
  • Author: IEP Team
  • 0 Comments
Keeping Your Plan Up to Date
This time of year usually has us thinking about our clients' Legal Life PlansTM—whether they came to see us in the past year, or a decade ago. So many things can change in a year (or ten, or more): family situations like marriage or death, health changes for you, your spouse, or your...

Legal Life Plan™ Step 4: Get It Together

  • 28 November 2016
  • Author: IEP Team
  • 0 Comments
Legal Life Plan™ Step 4: Get It Together
It can be hard to articulate your wants and needs when it comes to estate planning. There are so many things to consider, which makes this process overwhelming at times. As you follow along on this Legal Life Plan™ blog series, you will gain a better understanding of why it’s so...

Things to Keep an Eye Out for this Holiday Season

  • 17 November 2016
  • Author: IEP Team
  • 0 Comments
Things to Keep an Eye Out for this Holiday Season
With the holidays approaching, this time of year gives many of us a good opportunity to check in with the seniors in our lives. This could be parents or grandparents, but also elderly aunts, uncles, other relatives, and the seniors we come in contact with through church or other civic...

Your Legal Life Plan Step 3: Get Help

  • 9 November 2016
  • Author: IEP Team
  • 0 Comments
Your Legal Life Plan Step 3: Get Help
Few victories were ever achieved without the help of others—societies would cease to exist if it weren’t for communities working together to furnish protection and continuity for its members. When it comes to estate planning, it's important to think of the continuity of your...

Your Legal Life Plan at Any Stage in Life

  • 25 October 2016
  • Author: IEP Team
  • 0 Comments
Your Legal Life Plan at Any Stage in Life
The main problem with the term "estate planning" is that it gives the impression that one needs to have an "estate" of some sort before a plan becomes necessary. Then an estate is equated as something acquired later in life, and that a plan isn't necessary...
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