Gifting and Taxes

with Mark Wight

  • 2 May 2019
  • Author: IEP Team
  • 0 Comments
In this week’s episode, Mark Wight helps us navigate the complicated relationship between gifting and taxes. Leaning on his years of experience, Mark advises us on what to do and what NOT to do when it comes to gifting and avoiding the extra taxes that can come with gifting. ...

Trusts for Special Needs

with Mark Wight

  • 2 May 2019
  • Author: IEP Team
  • 0 Comments
In the past, parents have been advised to disinherit their children with specials needs so those children could continue to qualify for Medicaid. Well, Mark has news for you; there’s a trust out there to fit your needs! Don’t listen to the advice to cut off your child from their...

Conversations to Have with Your Loved Ones

  • 20 December 2018
  • Author: IEP Team
  • 0 Comments
Conversations to Have with Your Loved Ones
This is a great time of year to check in with our loved ones. On a recent episode of Senior Matters Radio, we covered specifically things you could be looking for with your aging loved ones. These can be signs they need help around the house or need to consider another living situation. Beyond...

What Families Need to Know About the Aid & Attendance Benefit

  • 27 November 2018
  • Author: IEP Team
  • 0 Comments
What Families Need to Know About the Aid & Attendance Benefit
Aid & Attendance is a great financial benefit provided by the Department of Veteran Affairs to help fund at-home care, nursing home care, or assisted living for qualifying veterans and their surviving spouses. While not everyone will qualify, it is something to be aware of considering...

Celebrating the 100 Year Anniversary of Armistice Day

  • 11 November 2018
  • Author: IEP Team
  • 0 Comments
Celebrating the 100 Year Anniversary of Armistice Day
Eleven o’clock on the eleventh day of the eleventh month of 1918 marked the end of the Great War to End All Wars. In reality, November 11, 1918, only marked a ceasefire on the Western Front of World War I. Hostilities continued in Eastern Europe for some time. We also know, with the...
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