Senior Matters Podcast

On this episode, Scott and Mark pick Bill's brain about questions concerning trusts that he hears regularly. If the trust is in Idaho, can it include property in California? What happens to the trust if the lawyer goes away? How does the estate tax affect a trust state-to-state? They address these questions and more! We hope this episode informs you and proves that you can call Idaho Estate Planning with all your estate planning questions. Bill is as nice as he sounds, we promise. Call us at 208-939-7658

Eric Collett joins Mark Wight today to talk about how lifestyle choices are the most effective treatments for Alzheimer's. With the recent news that little progress has been made on a pill to treat dementia, many patients may be tempted to despair. Eric and Mark are here to tell you, that instead of losing hope, to remember that there are already many ways to effectively treat dementia. Do not lose hope, as a healthy lifestyle can make all the difference.

Ideally, everyone would be able to age at home. Yet the need to downsize can often become a complicated reality. Dan Ward's goal is to find the best practical solution for each customer navigating this changeover. Dan Ward, owner of Life's Transitions based in Boise, joins Mark Wight today to discuss how their team compassionately helps their customers to downsize and transition into more practical, yet comfortable, settings. Dan goes over factors about each individual that he takes into account when finding the best solution for each customer. He discusses his support team and the importance of making these decisions sooner rather than later. As with estate planning, planning ahead is key to Life's Transitions' work.

Elder abuse is a topic that can't be over-discussed. It can happen physically, financially, emotionally, and virtually. Today, Mark Wight discusses our responsibilities to help prevent all types of elder abuse, including what signs to look out for and safeguards to put into place.

Today, Adrean Cavener and Rick Vogel join Mark Wight to talk about Alzheimer's & Brain Awareness Month and how the Greater Idaho Chapter of the Alzheimer's Association can help everyone whose lives are affected by the disease. In this episode, you will learn how their organization helps Idahoans, whether they have healthcare access or not, and how you can get involved.

Mark Wight and Dominic Lovotti explain the ins and outs of guardianships and conservatorships. (Come up with a better summary)

For our 200th episode (Wow!) we welcome Dominic Lovotti, our new team member at Idaho Estate Planning. Today, Dominic discusses with Mark Wight the "whats," "whens," and "whys" of the probate process and how an attorney can help you avoid probate or, when it's unavoidable, navigate the probate process successfully.

Eric Collett and Randy

Brandie Kramer, Senior Care Program Specialist for St. Alphonsus Hospital, joins Mark today to discuss the upcoming "Health and Aging Expo" hosted by the Saint Alphonsus Regional Medical Center. The "Health and Aging Expo" is on Saturday, June 1st, from 8 am to noon in the McCleary Auditorium. There will be over 40 vendors, all there to be a resource to help you age in place healthily. Classes are free and will include education on heart health and fall prevention. There's no default setting to aging in place. You have to have a plan and you have to be educated about what to plan for. All of the vendors that will be there are there to help you age in place well. Saint Alphonsus Regional Medical Center 1055 N Curtis Road, Boise, ID 83706 Come as you like and go as you please.

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.