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Senior Matters Radio

Senior Matters Radio is a weekly show dedicated to showcasing experts in the fields that matter most to today's seniors. From insurance to financial planning, long term care to retirement, you'll get useful, actionable advice from leaders in their respective fields. Hosted by Mark Wight of Idaho Estate Planning, a member of the Idaho State Bar, the Taxation, Probate & Trust Law Section of the Idaho Bar, Wealth Counsel, and Elder Counsel. He is also a Certified Academy Attorney with the Academy of VA Pension Planners and an accredited attorney with the Veterans Administration. Mark has co-authored several manuals for attorneys in the areas of Probate Administration, Estate and Estate Tax Planning, and Asset Protection.
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Now displaying: Category: Estate Planning
Oct 31, 2017

Matthew Croft, director of Visiting Angels Living Assistance Services, joins us to discuss telltale signs that it might be time to consider in-home care for your loved one. Catching these red flags at their early stages could help you both take a proactive approach and initiate a plan that will ensure they maintain their independence.

Oct 21, 2017

If you tuned into last week's episode, you're already up to speed on Attorney Mark Wight's list of "The 5 Biggest Mistakes People Make in Estate Planning." This week, he dives deep into the second most common oversight named on this list, forgetting to conduct annual maintenance on an estate plan. Mark shares how setting up a maintenance program keeps your plan current and saves you and your loved ones a lot of trouble in the long run.

Oct 14, 2017

There’s no shortage of ways in which people can stumble when it comes to creating an estate plan. In this episode, Attorney Mark Wight of Idaho Estate Planning shares five common mistakes you don't want to make during this process. And, you'll never guess the #1 oversight named on this list!

Oct 7, 2017

Initiating conversations with your parents about plans for their estate will minimize the stress of getting their affairs in order once a major life event occurs. Attorney Mark Wight, of Idaho Estate Planning, concludes his two-part series on strategic ways for families to have an open dialogue about what to do when life happens. This week, Mark offers advice to children on navigating ways to approach parents about their estate planning needs.

Sep 30, 2017

Communicating estate planning needs before a life-changing event occurs is a matter overlooked by many families. In this first half of a two-part series, Attorney Mark Wight, of Idaho Estate Planning, shares strategies for families to open dialogue about what to do when life happens. Parents, this week it's all about you and how to address some concepts of planning with your kids.

Sep 23, 2017

A Place For Mom is a national senior living referral service whose local experts connect families to senior living options. Today we are joined by Senior Living Advisors, Melissa Pratt and Troy Garidel, who share how using this free service can help ease the transition of your families' evolving needs.

Sep 16, 2017

While most people have heard of reverse mortgages, very few know how they work. On this episode, we will dispel some of the mystery and misunderstandings surrounding this tool with Certified Reverse Mortgage Professional, CRMP, Kyle Buck of Affinity Mortgage Group.

Sep 9, 2017

Do you know what to do if you've been in an accident? Do you know what information to collect for insurance purposes? Find out details and how you can protect yourself and your family from Scott Lundgreen, partner and personal injury attorney at Johnson & Lundgreen.

Sep 6, 2017

In this episode of Senior Matters Radio, Mark is joined by Dr. Abhilash K. Desai, MD, medical director of Idaho Memory & Aging Center. Dr. Desai is a board certified geriatric psychiatrist and specializes in helping aging adults with mental illness. Learn more about depression, mental illness, and dementias in older adults by tuning in.

Aug 23, 2017

When you decide you don't want to rely on the government's default plan for your estate, we're here to help you put together your Legal LifeTM Plan. We have a variety of tools to help us customize the perfect plan for your family and your needs. Learn more about those tools in this episode.

Aug 19, 2017

Did you know that even if you don't have a formal estate plan, you still have one? This is the one the government has laid out for you, and you probably won't like it. The only way to avoid it is to take matters into your own hands and get a plan in place. 

Aug 5, 2017

Join Mark Wight as he visits with care manager Mark Fuller of The Care Management Team. Learn about why a care manager could be a great solution not only for your aging or ill loved one but for the whole family as well. A professional care manager can improve the consistency of health care while reducing stress on the patient and the family.

Jul 29, 2017

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).

Jul 26, 2017

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. 

Jul 14, 2017

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.

Jul 14, 2017

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.

Jun 17, 2017

Learn all about Mark's new book and how you can get your copy. Get Real: Planning for Life, Death, and Disability helps you understand what areas you need to plan for and how to get started.

Jun 11, 2017

In this episode, Mark talks about whether you need to do anything special with their estate plan when traveling (during the summer or ever). Find out his 6 tips!

Jun 6, 2017

It's that time of year! Tune into this episode to hear some ideas for getting things together this spring. Reviewing your documents and Legal Life Plan is something you should do every year, and spring is as good of a time as any. 

May 27, 2017

Join Mark and his guest Kimberly Clark, Executive Director of Edgewood Spring Creek Ustick. They cover the different kinds of assisted living, from senior communities to skilled nursing facilities and everything in between. Tune in to hear more!

May 16, 2017

If you're over the age of 65, there are considerations that need to be made if you're doing any planning. Listen in to hear why it's a mistake (sometimes costly) to hire an attorney who is NOT elder law trained.

May 16, 2017

This month, HAPPEN Idaho will be celebrating their Caregiver of the Year. Shayne Burr, Caregiver of the Year Chairperson, joins Mark in this episode to talk about the award and the upcoming ceremony.

May 8, 2017

Gifting - at first glance it can seem like a great way to disburse assets. However, it can lead to tricky situations for both gifters and receivers. Find out when and why gifting is a good idea, and when it's better to look at other options.

May 8, 2017

Coming May 20th to St. Alphonsus is the Health and Aging Expo. Join Mark and Brandie Kramer as they talk about the Expo - and why you should plan sooner than you think! Brandie is the Senior Care Program Specialist for St. Al's and has a lot of great resources for seniors and their families.

Apr 20, 2017

In this episode, Mark covers the more technical side of healthcare decisions – Healthcare Power of Attorney, Living Will/Advanced Directive, Physician’s Orders of Scoop of Treatment (POST) and the HIPAA information release.

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