Senior Matters Radio

As life expectancy increases, so do the financial challenges of retirement. In this insightful episode of the Senior Matters Podcast, host and estate planning attorney Mark E. Wight sits down with fiduciary advisor Scott Summerlin of Starlifter Wealth Management to unpack the new financial realities facing today's retirees. The conversation begins with a striking shift in retirement demographics—retirees in the 1970s lived to about 71. Today, a healthy 65-year-old woman can expect to live to 85 or longer. That's 20+ years of retirement, and without the right planning, inflation and taxes can steadily erode retirement savings. Scott explores how healthcare and long-term care costs are among the biggest threats to retirement. While Medicare covers many health needs, long-term care requires separate planning. Scott urges listeners to plan at least 10 years in advance due to Medicaid and Medicare look-back periods, especially since healthier individuals have more options in their 60s. The conversation also addresses how the financial industry has evolved, with long-term care insurance shifting from expensive, use-it-or-lose-it policies to hybrid options embedded in annuities or life insurance. These changes offer more value and flexibility to today's retirees. Scott then tackles market volatility, explaining how a once-manageable 5% withdrawal rate can spike to 8% in a downturn, leading to rapid portfolio depletion. With examples like a $1M nest egg dropping to $600K, Scott illustrates how volatility can directly affect lifestyle—and why retirees need certainty-focused investments such as bonds and annuities. Listeners will also learn how mainstream financial news often misleads by focusing solely on the stock market. Scott recommends a more balanced strategy that includes fixed-income products and a long-term outlook. Finally, Scott offers guidance on finding the right financial advisor, suggesting listeners lean on trusted professionals like estate attorneys and CPAs, and always verify credentials through FINRA's Broker Check.

In this essential episode of the Senior Matters Podcast, host Mark E. Wight is joined by fiduciary financial advisor Scott Summerlin from Starlifter Wealth Management for a discussion about  retirement planning, investment strategy, and the evolving needs of seniors. Scott brings over two decades of experience and holds both Series 7 and Series 66 licenses, giving him the expertise to offer personalized, relationship-based financial advice—free from commission-driven product sales. This episode opens with a clear explanation of what it means to be a fiduciary and why those standards matters so much, especially for retirees who are relying on fixed income, drawing down assets, and navigating unpredictable markets. Scott explains how the financial industry has shifted away from transactional sales to focus on long-term relationships and trust, and how that benefits clients over time. Listeners will gain valuable insight into the differences between pre-retirement and post-retirement financial strategies. Unlike younger investors who have decades to rebound from market dips, retirees must manage monthly withdrawals while preserving long-term value. Scott breaks down how market volatility impacts older investors and why timing and recovery windows matter more in retirement. The conversation also highlights the risks of DIY investing for seniors. From following outdated advice to misjudging market trends, Scott discusses why self-managing finances can be dangerous without a full understanding of evolving products, tax implications, and age-specific needs. He also notes how communication preferences shift with age, with many retirees needing more frequent and supportive interactions than younger clients. Scott and Mark discuss common investor behavior pitfalls, especially the urge to sell during downturns. Scott emphasizes the importance of staying invested and explains how professional investors outperform retail investors by about 3% annually, not through secret formulas, but through disciplined, long-term strategy and avoiding emotional decision-making. As inflation and taxes continue to affect retirees' purchasing power, Scott explores how conservative investments can actually lose money in real terms. He explains how Treasury bonds and diversified stock portfolios can help offset inflation if used strategically, while also balancing risk. This episode is a must-listen for retirees, pre-retirees, and anyone supporting aging family members. Whether you're worried about inflation, market fluctuations, or making your savings last, Scott Summerlin offers practical, expert guidance to help you make sound financial decisions in retirement.

On this episode of Senior Matters, host Mark E. Wight speaks with Robert Vande Merwe, Executive Director of the Idaho Healthcare Association continue their conversation about major changes impacting senior care and healthcare providers in Idaho.  Their conversation is based on the 2025 Idaho Legislative Session. Starting July 1, state regulations for nursing homes, hospitals, and home health agencies will be eliminated, shifting more responsibility to federal oversight. We discuss how these changes affect care quality, patient admissions, and facility inspections. Robert also addresses Idaho's nursing shortage and new delegation rules allowing LPNs to conduct focused assessments—offering temporary relief for overwhelmed RNs. The conversation rounds out with bold education initiatives including high school LPN programs and stackable credentials aimed at growing the healthcare workforce. Finally, Robert shares advocacy efforts around potential federal Medicaid cuts and their devastating implications for Idahoans. Whether you're a caregiver, senior, or healthcare worker, this is essential listening to stay informed on what's changing in Idaho's healthcare landscape. Listen to Part 1 of the podcast at  

In this compelling episode of the Senior Matters Podcast, estate planning attorney Mark E. Wight welcomes Robert Vande Merwe, Executive Director of the Idaho Health Care Association, for an overview of what seniors can expect from the 2025 Legislative Session. We think it's important to share what might be impacted by new legislation on senior healthcare services across Idaho. Together, they discuss how Idaho's senior care facilities—including skilled nursing homes, assisted living centers, and in-home care providers—are struggling to hire and retain qualified staff, particularly in rural areas. Vande Merwe sheds light on how Medicaid reimbursement rates often fall below minimum wage levels, making it nearly impossible for providers to remain financially stable without sacrificing the quality of care. Listeners will also learn about a recent legislative shift toward managed care and how it may further limit access to services for seniors and people with disabilities. Vande Merwe shares why now is the time for families to get involved—whether by contacting legislators, supporting elder care organizations, or making personal financial plans for future healthcare needs. Whether you're a caregiver, healthcare professional, policymaker, or simply planning for retirement, this episode delivers a powerful call to action. This is the episode 1 of 2. Understand the impact of state funding decisions, learn what advocacy efforts are underway, and explore how proper estate planning can help safeguard your access to care. Key topics covered: Idaho's senior care workforce Medicaid and Medicare reimbursement How legislative changes affect access to long-term care The risks of underfunded elder care systems Action steps for Idaho families to plan ahead

In this episode of the Senior Matters Podcast, estate planning attorney Mark E. Wight dives into the complex and emotionally charged world of blended families and estate planning. Using real-life stories and decades of experience, Mark walks listeners through familiar challenges that arise when remarried couples have children from previous relationships—what he calls the "Yours, Mine, and Ours" scenario. He discusses how the lack of proper estate planning can unintentionally create financial and emotional rifts between stepfamilies, especially when a family business or separate assets are involved. Mark also offers practical solutions—like using wills, trusts, and life insurance—to protect loved ones and preserve family harmony. Whether you're in a blended family yourself or advising aging parents, this episode is packed with must-know guidance on navigating the sensitive intersection of love, legacy, and legal planning.

In this engaging episode of the Senior Matters Podcast, host and estate planning attorney Mark E. Wight welcomes Mike Thompson of the Meridian Senior Center, for a thoughtful conversation about the essential role senior centers play in supporting the well-being of older adults. They spotlight how these community hubs offer far more than just a place to gather—they are lifelines for connection, activity, and purpose. Mike shares his insights into the Center's mission to help seniors "live younger," and explains how programs like chair yoga, Fit and Fall Classes, line dancing, live music, and knitting groups foster social interaction, physical fitness, and mental stimulation. From local outings, casino trips and nature walks to daily lunches in the center's cafeteria, the Meridian Senior Center is bustling with opportunities designed to keep Idaho's older adults active, engaged, and nourished—both in body and spirit. Mark and Mike also explore the challenges of reaching seniors who may be isolated, and how the Center goes the extra mile with newsletters, outreach, transportation, and welcoming tours for new visitors. Whether you're a senior yourself or someone caring for an aging parent, this episode offers practical insight into how vital community support systems can help seniors maintain independence, build new friendships, and enjoy a higher quality of life. Tune in to learn how the Meridian Senior Center is redefining aging—one dance, one lunch, and one meaningful connection at a time.

In this episode of Senior Matters, host and estate planning attorney break down common myths about estate planning and probate. From the misconception that everything transfers automatically after death to the belief that only the wealthy need estate plans, they tackle the realities of probate, family disputes, and why appointing a personal representative is crucial. Don't let myths guide your decisions—get the facts on estate planning today!

In this heartfelt episode of Senior Matters, host Mark Wight explores the compassionate world of death doulas with guests Karen Midlow and Christine Sosa of . Discover how these non-medical professionals guide individuals and their families through dying, providing legacy work, relationship mending, and emotional support. The episode highlights how death doulas complement hospice care by offering personalized attention and sharing insights about the . Tune in for valuable insights and practical steps to plan for peace of mind.

LinkedIn Post How do we process grief in a way that fosters healing and community? In the latest episode of Senior Matters Podcast, host Mark E. Wight welcomes Drew Hazen, chaplain and certified grief counselor at Keystone Health and Hospice, to discuss the importance of grief support. They explore:

Scammers are more sophisticated than ever, and seniors are often prime targets. In this episode, estate planning attorney speaks with of the Boise Police Department about cyber-enabled fraud, financial crimes, and how seniors can safeguard themselves. From Nigerian prince scams to the grandparent scam, learn how to spot red flags, implement a family scam plan, and take action to prevent financial loss. With $12.8 billion lost to scams last year and 57,000 victims daily, awareness is key.

In this episode of Senior Matters, Mark E. Wight and Scott Cruise dove into the importance of special needs trusts (SNT) for families caring for individuals with physical, mental or developmental disabilities. Learn how these trusts protect financial stability while preserving eligibility for government benefits like Medicaid. Through real-life examples—including a family who unintentionally disinherited their special needs child—this episode highlights why proper planning is essential. If you or a loved one cares for a special needs individual, this episode will provide crucial insights and guidance on securing their future.

In this episode of Senior Matters, host welcomes , owner of , to discuss practical home maintenance solutions for seniors. Joe shares expert advice on simple yet essential updates—such as installing grab bars, replacing smoke detector batteries, and making accessibility modifications—to help create a safer, more comfortable living environment. As we age, staying in our homes is important, but so is recognizing when a little extra support can make all the difference. Joe reminds us that “Just because you can, doesn't mean you should,” emphasizing the importance of reducing fall risks and preventing injuries. He also discusses how regular home inspections can help avoid costly repairs and how FaceTime walkthroughs allow families to check in on their loved ones from a distance. Whether you're planning to age in place or helping a family member maintain their home safely, this episode is filled with valuable insights. Tune in to learn how small changes can make a big impact on safety and peace of mind.

Taking Care of Your Sweetheart In this episode of Senior Matters Podcast, estate planning attorney Mark E. Wight dives into the important role of spouses and partners as caregivers. From building a strong support system to financial planning for rising care costs, Mark shares practical strategies to help caregivers navigate this important journey. Tune in to learn: ✅ How to create a personal board of advisors for caregiving support ✅ The importance of financial planning and consulting advisors early ✅ Key health and wellness habits to maintain quality of life ✅ Essential home safety modifications to prevent accidents ✅ When and how to explore professional caregiving or assisted living options

In this episode of Senior Matters, host sits down with Ashley from to discuss the importance of home care for seniors. Ashley, who comes from a family of healthcare professionals, shares personal caregiving experiences and insights into the challenges families face in providing care. Learn about early planning, identifying the need for home care, overcoming resistance, and redefining the conversation around assisted living. Whether you're a caregiver or planning, this episode offers invaluable advice on maintaining independence and quality of life.  

In this episode, host continues his conversation with reverse mortgage expert , exploring the benefits and strategic uses of reverse mortgages. Learn how these financial tools can help homeowners preserve retirement savings, combat inflation, and even fund medical expenses while maintaining Medicaid eligibility. Karen shares real-life examples, including how her mother-in-law leveraged a reverse mortgage for home improvements and property purchases. The discussion also covers inheritance considerations, providing valuable insights for heirs navigating reverse mortgage settlements. Don't miss this informative session designed to help you make informed financial decisions for your future.

Join host Mark Wight and mortgage expert Karen Keyser, who brings over 24 years of experience, as they break down everything you need to know about reverse mortgages. In this episode of Senior Matters, we delve into how reverse mortgages have evolved, who qualifies, and how they can serve as a strategic tool for retirement planning. From understanding the mechanics to exploring the benefits and key considerations, this episode empowers you to make informed financial decisions for a secure and comfortable retirement. Tune in to learn if a reverse mortgage is the right choice for you or your loved ones!

In this episode of the Senior Matters Podcast, host Mark E. Wight sits down with Kathy Lacina from Oasis Senior Advisors to discuss the challenges and opportunities of senior care. With over a decade of experience in the industry, Kathy shares practical advice for families navigating senior living transitions, emphasizing the importance of touring facilities before you need them, identifying the different types of communities, understanding the benefits of senior living communities, and prioritizing quality of life. This insightful conversation sheds light on aging in place, debunks common misconceptions, and highlights how senior living communities can reduce anxiety, promote socialization, and impact independence. Tune in to learn how to make informed decisions for your loved ones. For personalized assistance, Kathy offers her expertise to families exploring senior living options. This service is free to individuals.

In this episode of the Senior Matters podcast, host Mark E. Wight sits down with Juana Espinosa-Alcaraz, our trust funding coordinator and legal assistant, to clarify the critical role of funding in estate planning. They discuss the importance of transferring assets into a trust to avoid probate and conservatorship issues, touching on bank accounts, investments, life insurance, and retirement accounts. Juana shares actionable steps for updating asset ownership, the significance of tracking all assets, and how an annual review can keep your estate plan current. Learn why a trust only governs assets included in it and how to ensure your estate plan truly protects your legacy.

In this episode of the Senior Matters Podcast, estate planning attorney Mark E. Wight explores the critical importance of regularly reviewing your estate plan. Mark highlights why life changes such as marriages, divorces, or welcoming new family members—and legislative updates can render existing plans outdated. Do you want to disinherit a loved one accidentally? He provides actionable advice on staying informed and pro-active in protecting your legacy. Listen now to understand why an annual estate plan review can save you and your loved ones from unexpected challenges. For additional resources or to schedule a consultation, visit or email us at .

In this episode of Senior Matters, host speaks with Tina Barnett, Tech Ed Program Manager for the . Together, they explore how technology education is transforming the lives of older adults. Tina shares how LEARN, Idaho's free Tech Ed classes teach essential digital skills—like texting, emailing, and online safety. The conversation highlights the growing need for scam awareness and practical tips for staying safe online. Don't miss this insightful discussion that combines education, security, and community support.

In this episode of the Senior Matters Podcast, host Mark White sits down with marketing expert Tina Kierce to discuss the ins and outs of holiday shopping for seniors. Learn how retailers use Black Friday, and Cyber Monday tactics to influence spending. Get practical advice on creating thoughtful shopping lists, avoiding impulse buys, understanding refund policies, and researching products for smarter purchases. Tune in to master the art of disciplined and intentional shopping this holiday season.

In this episode of the Senior Matters Podcast, Mark Wight sits down with , author of "Be Your Own Hero," to discuss the pressing issues of isolation among seniors—especially during the holidays and why now is a great time to check-in. Together, they explore the impacts of reduced social interaction, from increased depression to fall risks, and emphasize the need for checking in on aging loved ones. Catherine shares the value of in-person visits over phone calls, the benefits of pro-active planning in senior care, and the advantages of senior communities and social settings. This insightful discussion urges listeners to prioritize regular engagement with their elderly relatives and to prepare for senior living optmions before a crisis hits.

of joins host an estate planning attorney, to explore loneliness among seniors and its profound impact on health. Learn how caregiver support, socialization, and innovative solutions can make a difference. Janet shares practical strategies and resources to support seniors and caregivers, including homemaker services, adult protective services, and caregiver assistance. Discover the warning signs of emotional distress and take actionable steps to help combat loneliness in your community.

In this episode of the podcast, host , an attorney is joined by , founder and CEO of , to discuss the critical connection between brain health, diet, and lifestyle. Explore the earliest signs of Alzheimer's and Parkinson's diseases, the impact of diet and environmental toxins. Eric shares practical tips for enhancing cognitive health, from dietary changes and physical activity to prioritizing sleep and stress management. This episode offers actionable insights to help you live better today while protecting your brain for tomorrow.  

In this episode of Senior Matters, host explores the critical impact of home care services on seniors' quality of life. From helping with Activities of Daily Living (ADLs) like bathing and medication management to promoting family connections and independence. Home care can be an essential resource for aging individuals and their families. Mark is joined by Morgan Peabody from , who shares insights on recognizing signs of declining health, available services such as personal care and respite, and the importance of starting home care early. The episode also covers veteran-specific benefits for those needing home care and practical steps to ensure loved ones get the support they need.  

In this episode of Senior Matters, host and attorney with , Idaho Estate Planning's Director of Client Services, explore the VA's Aid and Attendance benefit—a valuable but often-overlooked pension offering additional monthly support for veterans and their widows.  The VA Aid and Attendance benefit helps cover long-term care costs. Mark and Bill outline eligibility requirements, including active duty during designated war periods, and provide guidance on income and medical expense criteria. This episode also offers practical advice on applying without an attorney, preserving asset eligibility, and utilizing Veteran Service Organizations for support. Discover essential insights to help veterans and their families access this vital financial assistance.  

In this episode of the Senior Matters Podcast, host Mark E. Wight sits down with Mitzi Cheldelin from the Idaho Division of Veterans Services to explore the wide range of free resources available to those who have served in the military across the state. Discover how tax-funded programs managed by veteran-affiliated staff support Idaho's heroes, from managing state veterans' homes and cemeteries to assisting with VA claims and benefits. Mitzi shares recent legislative changes, like the , which have expanded disability benefits and emphasizes the importance of connecting with certified service officers for claims updates. The conversation also covers VA healthcare enrollment, new outreach initiatives, and crucial resources veterans can access today. For personalized assistance, reach out to the Division's service officers at 208-780-1380. Tune in to learn how veterans can maximize the benefits they have earned! If you want to learn more about the Aid and Attendance benefit, check out our bonus episode this week on November 14.

In this episode of Senior Matters, host and special guest Mike Briggs from explore the true purpose of hospice care, debunking common myths and highlighting its focus on quality of life for those with life-limiting illnesses. Contrary to popular belief, hospice care isn't just for the final days; it's a comprehensive approach that provides comfort, autonomy, and support for both patients and their families. Mike explains how hospice allows patients to make decisions about their care, supported by a dedicated team offering medical equipment, medication, and family assistance. With Medicare covering 100% of hospice costs, this essential service is accessible to anyone in need. Tune in to understand the benefits of hospice and how it ensures meaningful experiences and dignity in life's final stages.  

In this episode of Senior Matters, host unpacks the major Medicare updates impacting thousands in Idaho, including the departure of certain plans and a national shift affecting 25% of advantage plans. We delve into significant Medicare reforms, like the 2025 $2,000 cap on medication costs and the closure of the “donut hole” in Part D coverage. With insights on how these changes influence insurance companies—especially in rural areas where plan options are limited—listeners gain valuable knowledge on evolving benefits, copays, and deductibles. Special guest highlights the critical role of brokers during the annual enrollment period (October 15 to December 7) and the extended enrollment period for those affected by plan cancellations. With a focus on personalized plan selection, this episode guides Medicare beneficiaries through the process of reviewing and adapting their coverage to best meet their needs in the changing Medicare landscape. Don't miss this essential episode to navigate your Medicare choices effectively this season.

Busting Estate Planning Myths In this episode of the Senior Matters Podcast, guest probate attorney  joins Mark E. Wight to bust common myths surrounding estate planning and probate.  From the misconception that estate transfers happen automatically upon death to the belief that having a will eliminates the need for probate—this episode sets the record straight. We discuss the reality of paperwork and explain why everyone needs a solid estate plan to prevent complications regardless of their size. Tune in as we dive into the potential conflicts when appointing a Personal Representative and explore how effective estate planning can help avoid costly legal battles. This is an essential listen for anyone looking to better understand the legal processes behind estate planning.

Tune into this episode of The Senior Matters Podcast with host Mark E. Wight and guest attorney Carly Ward as they break down the probate process. This episode is a must-listen for those navigating estate management after losing a loved one. Discover the necessary steps to take right after a death, including securing property and gathering vital documents. Get a clear understanding of filing for probate, obtaining Letters Testamentary, and handling creditor claims. Learn the key steps to closing an estate, distributing assets, and filing the final tax return. Most importantly this episode highlights the importance of professional guidance in probate, offering invaluable insights for anyone facing this challenging process.

Choosing the Right Person to Handle My Estate In this episode, Mark E. Wight dives into one of the most important decisions in estate planning: choosing the right person to manage your estate after you pass. We explore the essential role of a Personal Representative (PR) or Trustee, the person responsible for securing your assets, managing debts, and distributing your estate to beneficiaries. From understanding their duties to considering key factors like maturity, family dynamics, and even the option of naming co-representatives/co-trustees with complementary skills—this episode covers it all. For those considering professional fiduciaries, such as trust companies or accountants, you'll learn how they can bring impartiality to the process and reduce family feuds. Plus, we emphasize the importance of consulting with a local and experienced attorney to make informed decisions throughout your estate planning journey. Key Takeaways: Job Responsibilities How to choose the right personal representative or trustee When to consider hiring a professional fiduciary The importance of making these decisions to avoid court involvement If you're planning for retirement or managing a loved one's estate, this episode is packed with valuable insights to help you make the right choices for your family's future.

In this episode of the Senior Matters podcast, estate planning attorney Mark Wight dives into “Estate Planning 101.” Mark breaks down essential tools for planning, including durable powers of attorney, healthcare directives, and , highlighting their importance in protecting your assets and wishes. He also discusses the often misunderstood "living will" and how can streamline the process. This episode is packed with practical insights on how to plan thoughtfully and avoid legal pitfalls. Don't miss this guide to securing your family's future.

In the first episode of the Senior Matters Podcast, estate planning attorney Mark E. Wight, presented by Idaho Estate Planning, tackles the basics of estate planning as part of Estate Planning Month. Mark explains why proactive planning is crucial, covering topics like probate, intestate succession (dying without a will), and common challenges faced by blended families and unmarried couples. With 80% of Americans lacking a written estate plan, this episode highlights the importance of intentional planning to avoid unintended outcomes. Learn why consulting a qualified attorney and discussing your plans with family is essential. Key Topics Covered: Understanding probate and intestate succession Property distribution challenges in blended families The importance of intentional planning and avoiding common pitfalls Why 80% of Americans are unprepared and how you can avoid being part of that statistic For more estate planning resources or to get started, visit . Take action today, and ensure your legacy is protected!

The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is joined by industry experts to explore key issues such as aging in place, senior services, health and independence, estate planning, long-term care, financial planning, and insurance. Whether you're planning for retirement or already in your senior years, you'll find valuable, actionable advice to help you live well at any age. Tune in for insightful discussions, personal stories, and expert interviews designed to help you plan for your future and learn more about what matters most.

Join Mark and Kimberly Ouwehand from Terrace Health as they chat about transitioning to home after a hospitalization. Join Mark and Kimberly Ouwehand from Terrace Health as they chat about transitioning to home after a hospitalization.

Mark is joined by Kevin Crumley of to discuss the importance of medication management when aging in place. Mismanagement of prescription medications is the #1 reason folks are unable to stay independent, so understanding options for effective medication management is key to aging in place.

Join Mark and his guest, Professional Organizer Tiffany Williams from Progress, LLC, as they talk about getting organized, and how to store important documents.

Join Mark as he discusses how we can utilize the Japanese philosophy of Kaizen to help us age better.

Listen in to Mark Wight as he gives some ideas for making sure your sweetheart is taken care of as you both age.

Learn what some of the latest tactics and tricks scammers are using to take advantage of seniors and other innocent people. We are grateful to Rachelle from the Office of the Idaho Attorney General for her expertise. Resources: Attorney General's Consumer Protection Division - or 208-334-2424 Federal Trade Commission (FTC) – FTC Fraud Reporting – or 877-382-4357 FTC Identity Theft reporting – or 877-438-4338 FBI's Internet Crime Complaint Center – AARP Volunteers of America (VOA) | ReST –

Learn all about getting together a group of professionals to help you plan the life and future you want. 

Join Mark as he covers all of what potentially could be included in your estate tax changes this coming tax season. 

Join Mark as he discusses recent changes to the Idaho Homeowners Exemption and other changes from the 2021 Idaho Legislative Session and how they will affect your estate plan.

Mark is joined by Mike Powell and Matt Preston as they discuss what new and exciting services are coming to Home Instead and also discussing the importance of knowing what all is entailed with home care services. 

Join Mark as he chats with "The Insurance Guy" Chris Ingram about the importance of asset protection in the form of property and casualty insurance. 

Join Mark as he chats with Don Azevedo, of New York Life Insurance, about long-term care insurance and its importance to have a plan, make a plan, and/or start making a plan.

Mark is joined by Dr. Louise Ye-Liew and Lanae Hetland to discuss the importance of estate planning when working with hospice and assisted living. 

Join Mark as he welcomes Bryce Saxton from Emerson House as they discuss a positive approach to the difficult task of caring for aging loved ones, with memory care. 

Join Mark as he chats with Carly Ward about concerns regarding DIYing your estate planning.