No Place Like Home, But Which Home?

with Catherine Owens

  • 23 February 2019
  • Author: IEP Team
  • 0 Comments
Often the discussion that happens when we're aging is "How can we stay home?" The reality is that staying in your current house isn't always the best or right option. That doesn't mean you can't be home! Finding somewhere to age comfortably and safely is key. In...

Financial Planning by Design or by Default

with Justin Walker

  • 16 February 2019
  • Author: IEP Team
  • 0 Comments
Is your financial plan an actual plan? Is there an underlying strategy and design for your future? Or are you just "winging it"? Even if you don't consider yourself wealthy, you're probably planning on retirement of some kind, and almost all of us get old (whether we want...

Life Events that Trigger a Review of Your Plan

with Justin Walker

  • 9 February 2019
  • Author: IEP Team
  • 0 Comments
How current are your financial and estate plans? Have you experienced a life change that could impact those plans? Learn from financial planner Justin Walker and estate planning attorney Mark Wight about what could trigger a change and what you need to do to stay current.

Big Three Reasons Families Fight after the Death of a Parent

  • 19 January 2019
  • Author: IEP Team
  • 0 Comments
After 30 plus years of assisting families with estate planning, Attorney Mark Wight has seen how grieving the death of a parent can drastically change family dynamics. On this episode, Mark shares some of the causes of strained relationships after a parent's passing and ways to prevent...

How to Plan for Your Stuff (for Your Family After Your Passing)

  • 19 January 2019
  • Author: IEP Team
  • 0 Comments
When it comes to dividing assets, people tend to spend the most time allocating money, stocks, and homes, in estate planning. However, family disputes after a loved one's passing are often caused by sentimental items that go overlooked. So, before you leave it up to your family to decide...
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