Do You Trust Your Trustee?

  • 11 April 2018
  • Author: IEP Team
  • 0 Comments
Do You Trust Your Trustee?
One of the important things you do when you create your Legal Life PlanTM is name the trustee or trustees of your estate. These are the people you trust (ha!) to make decisions about your property and healthcare if you aren't able to do so. Deciding on who these people are who...

Home Sweet Home: Protect Your Loved Ones and Your Assets

  • 4 April 2018
  • Author: IEP Team
  • 0 Comments
Home Sweet Home: Protect Your Loved Ones and Your Assets
We get a lot of questions about what to do with the family home. It can be a major piece of retirement planning, an asset that needs to be considered. No matter your plans for the future, whether you want to stay at home, downsize, or pass the home onto your children, you need to have a plan for...

Alzheimer's and Dementia: When You Can't Prevent, You Can Plan

  • 28 March 2018
  • Author: IEP Team
  • 0 Comments
Alzheimer's and Dementia: When You Can't Prevent, You Can Plan
We're learning more about Alzheimer's and dementia every day. New research and findings are getting closer to understanding what causes these illnesses, how we can prevent them, and hopefully someday even a cure. Even though we're not where we want to be yet, we can still do a lot to...

What You Should Know about Aging in Place

  • 21 March 2018
  • Author: IEP Team
  • 0 Comments
What You Should Know about Aging in Place
"Aging in place is a term used to describe a person living in the residence of their choice, for as long as they are able, as they age. This includes being able to have any services (or other support) they might need over time as their needs change." Many aging adults prefer...

Better to be Lucky than Good? Not When it Comes to Your Family

  • 13 March 2018
  • Author: IEP Team
  • 0 Comments
Better to be Lucky than Good? Not When it Comes to Your Family
I had the opportunity to visit with a couple that had recently retired and had determined to get their estate organized. When I asked about long-term care planning and what they had done about it, their response was intriguing. However, they just simply said out loud what I believe most people...
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