Wealth Preservation

with Justin Walker

  • 26 July 2017
  • Author: IEP Team
  • 0 Comments
On this episode of Senior Matters Radio, Mark welcomes Justin Walker from Adalant. They cover the recent Department of Labor "fiduciary" rule and why it may be confusing a lot of people. Justin and Mark also talk about the importance of wealth preservation when it comes to the time...

Honoring & Caring for Vets with Bill Poulson

  • 14 July 2017
  • Author: IEP Team
  • 0 Comments
Hear what Bill Poulson, Director of Client Services, and Mark have to say about the wonderful vets they meet in their day to day work planning estates. Many of these vets share amazing stories and the team at Idaho Estate Planning is eager to help them arrange their affairs.

Do the Veterans You Love Know About the Aid and Attendance Benefit?

  • 1 July 2017
  • Author: IEP Team
  • 0 Comments
Tune into this episode to hear what some vets (and surviving spouses) are missing when it comes to VA benefits. There is help available for wartime vets to pay for long-term care, it's just not well-publicized. Hear what Mark has learned as he's helped many veterans over the years...

Get Real: Planning for Life, Death, and Disability

  • 17 June 2017
  • Author: IEP Team
  • 0 Comments
Learn all about Mark's new book and how you can get your copy. Get Real: Planning for Life, Death, and Disability helps you understand what areas you need to plan for and how to get started.

What You Need to Have in Place When You Travel

  • 11 June 2017
  • Author: IEP Team
  • 0 Comments
In this episode, Mark talks about whether you need to do anything special with your estate plan when traveling (during the summer or ever). Find out his 6 tips!
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