Long-Term Care Insurance Options

with Justin Walker

  • 31 March 2018
  • Author: IEP Team
  • 0 Comments
Although the average life expectancy for humans has increased over the years; there are a number of seniors spending their retirement years in poorer health. One of the costs of our evolutionary longevity is an increase in rates for long-term care insurance. Fortunately, you have a choice in...

Spring Clean for the May Queen & Downsizing Ideas

  • 24 March 2018
  • Author: IEP Team
  • 0 Comments
As you prepare for Spring cleaning, you may want to include a meeting with your financial and legal planning team to your checklist. Attorney Mark Wight shares the value of adding an annual review of your Estate Plan to your list of things "to-do" as you get your house in order...

Better to be Lucky than Good? Not for Your Family

  • 17 March 2018
  • Author: IEP Team
  • 0 Comments
Managing your Estate Planning is one of the best ways to ensure your family has what they need should something happen to you. On this episode, Mark Wight shares how taking control of your assets, instead of depending on luck,  is one of the best ways to give your loved ones an...

How to Coordinate Your Financial Planning and Legal Planning

with Justin Walker

  • 10 March 2018
  • Author: IEP Team
  • 0 Comments
Many people solely rely on their attorneys when it comes to estate planning. While attorneys play a vital role in meeting your needs, coordinating a professional team of advisors allows for a smoother transition when putting your plan in place. Justin Walker joins us from Adalant Financial...

What You Need to Know about Powers of Attorney

with Patti Paz

  • 3 March 2018
  • Author: IEP Team
  • 0 Comments
The concept of Powers of Attorney seems pretty straightforward. By definition, you are granting someone the right to make decisions or take action on your behalf in private affairs, business, or some other legal matter. Although having a simple Power of Attorney is better than not having one...
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