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...

Your Legal Life Plan Step 2: Get Motivated

  • 18 October 2016
  • Author: IEP Team
  • 0 Comments
Your Legal Life Plan Step 2: Get Motivated
It's time to dig in to the second step of Getting Real about your Legal Life PlanTM. (If you missed it, you can get up to speed on step one here.) Let's talk about how to Get Motivated. The key to this second step is changing your attitude about the future. Here are some things to think...

Top Mistakes People Make in Strategic Medicaid Planning

  • 12 October 2016
  • Author: IEP Team
  • 0 Comments
Top Mistakes People Make in Strategic Medicaid Planning
I was recently asked what are the biggest mistakes people make in doing strategic planning for Medicaid eligibility. There are actually quite of a few missteps that can cause a family headaches, and then heartache. Let's start with the first three: First is simply failing to do any...
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