Tune in to hear Mark chat with CPA Reid Olsen, of Olsen & Company CPAs. They're covering the topic of taxes and what you need to know BEFORE tax season to make April that much easier. This includes keeping an eye on the legislature as many ideas for tax reform have been tossed around (but nothing is sticking, yet).
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 in life where your priorities shift.
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.
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 receive the benefits they've earned.