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...

Nominate Your Hero for the Caregiver of the Year Award with HAPPEN Idaho!

with Aaron Flake and Lisa Kuhr

  • 25 April 2019
  • Author: IEP Team
  • 0 Comments
You are invited to recommend an extraordinary person in your life for the Caregiver of the Year Award through HAPPEN Idaho! HAPPEN stands for Healthcare Associates Providing Positive Education and Networking and has been serving the Boise area since 1997. It is a unique, local non-profit that...

Senior Real Estate

with Donna Rogers of Idaho Living Realty

  • 25 April 2019
  • Author: IEP Team
  • 0 Comments
In this episode, Donna Rogers of Idaho Living Realty joins Mark to discuss real estate for seniors. As a Senior Real Estate Specialist, she has special training to be aware and sensitive to the emotional needs of seniors in deciding to sell their homes. Moving from the family home is a big...

Grading the VA, Part 2

  • 25 April 2019
  • Author: IEP Team
  • 0 Comments
After a quick review of the last episode, we finish discussing and grading the Department of Veterans Affairs’ adjustments from October, 2018.
RSS
135678910Last